• Full Time
  • Appleton & Oshkosh, WI
  • This position has been filled
  • Salary: $16.83-$25.00/hr. based on experience
Job ID: 141331


Are you a Financial Relationship Manager who has strong organizational and prioritizing skills? Are you a Financial Relationship Manager who is looking for an opportunity with a company that offers great benefits?

Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.


As a Financial Relationship Manager, you will coordinate client onboarding and maintain ongoing client relationships as well as educate clients on the on-line tools and resources available to them.

  • Manage calendar and schedule meetings for clients, prospects and outside vendors
  • Prepare and coordinate documents in preparation for meetings
  • Participate in client meetings
  • Attend client/prospect events and seminars


  • Strong client services/relationship background
  • 2+ years of financial, banking and/or investment industry experience preferred or a recent Bachelor’s degree in Finance or Accounting
  • Bachelor’s degree in Finance or Accounting preferred
  • MSWD and Excel skills
  • CRM database experience a plus
  • Driven and motivated
  • Organizational skills and able to prioritize
  • Strong communication skills
  • Valid driver’s license and proof of insurance


  • Company that treats each team member with value and respect
  • Work / life balance
  • Company that promotes from within
  • Quarterly bonus plan
  • Health insurance
  • Life insurance
  • 401(k)
  • Paid time off
  • Paid holidays
  • Continuing education reimbursement plan


Hours: Monday-Thursday 8:00am-4:30pm and Friday 8:00am-3:00pm

Length: Temporary to Hire or Direct Hire

Pay for the Financial Relationship Manager position: $16.83-$25.00/hr. based on experience

Job ID: 141331

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.