What are the responsibilities and job description for the Client Relationship Manager position at Essex Financial?
Our growing Wealth Management firm is seeking an experienced Client Relationship Manager. Experience in the investment/financial services industry/banking is preferred. Candidates will need to demonstrate outstanding client service skills, computer/technology literacy, strong verbal and written communication skills and the ability to work well while handling multiple responsibilities. A Series 65/66 securities license is desirable but not a requirement.
Summary
As a Client Relationship Manager, you will be instrumental in fostering strong customer relationships and delivering exceptional client service. Your core competencies in customer relationship management and communication skills will be vital in addressing client needs and enhancing satisfaction. Join our team to make a significant impact in client engagement.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Experience:
- Client relationship management: 5 years (Preferred)
Ability to Commute:
- Essex, CT 06426 (Preferred)
Ability to Relocate:
- Essex, CT 06426: Relocate before starting work (Preferred)
Work Location: In person
Salary : $50,000 - $75,000