11 Relationship Manager Jobs in Oswego, OR
Boly:Welch is Hiring a Relationship Manager Near Oswego, OR
Salary: Up to $130K DOE
Industry: Finance
What Matters Most
- 5-7 years of related experience
- Series 65, 66, or CFP
- Bachelor’s degree
- Insurance certificate preferred
- Proficient in Microsoft Office, Orion, Salesforce, Schwab, and eMoney
As a Relationship Manager at this intimate but powerful firm, you will handle day-to-day interactions with the firm’s top-tier clientele, along with 25-40 additional accounts. These interactions are via phone, email, or in-person meetings. You’ll anticipate client needs, identify opportunities, maintain financial planning data, and follow-up to provide excellent client service.
On a typical day, you’ll review cash balances, buy and sell as directed by advisors and clients’ investment policy statements, and manage cash in client portfolios to cover fees, capital calls, regularly scheduled withdrawals, and periodic deposit inflows.
The ideal candidate is a tenured financial professional who is interested in growth potential and a long-term work home.
This is an in-office position.
Your New Organization: This comprehensive financial management firm is small but mighty. They have been awarded for their fast growth, entrepreneurial spirit, and human focused environment.
Benefits include medical and life insurance, health flex spending account, short- and long-term disability, 401(k) plan, a cell phone allowance, and client referral bonuses.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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#MID0622
Job Summary
Full Time
$108k-144k (estimate)
06/08/2024
07/05/2024
solarissolutions.com
Portland, OR
<25
Related Companies
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.
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