Demo

Relationship Manager

Robert Half
Moorestown, NJ Per Diem
POSTED ON 4/19/2025
AVAILABLE BEFORE 5/23/2025
Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.Responsibilities: Manage and maintain client relationships effectivelyCommunicate clearly and efficiently with clients and team membersEnsure strict adherence to compliance regulations within the companyUtilize Series 65 skills in managing client portfoliosImplement wealth management strategies for clientsResolve client inquiries promptly and in a detail-oriented mannerMonitor client accounts regularly and take necessary actionsProcess client applications accurately and efficiently.

Salary : $70,000 - $90,000

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