• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: Pay based on experience. Contact us for details.
Job ID: 139757


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 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 be responsible for client onboarding coordination and transitioning new assets to the company.

  • Service and maintain ongoing client relationships
  • Manage calendar and schedules meetings for clients, prospects and outside vendors
  • Prepare and coordinate documents in preparation for meetings
  • Participate in client meetings, review concerns, beneficiaries, assist with technology and take notes
  • Educate clients on the on-line tools and resources available to them
  • Attend client/prospect events and seminars
  • Anticipate client needs, solves problems and follow through
  • Respond to incoming e-mails and calls to make sure clients’ needs are met
  • Interact with corporate home office staff to develop cooperative relations


  • 2+ years of financial or investment industry experience or must have recent related bachelor’s degree
  • Bachelor’s degree is preferred
  • MSWD and Excel skills
  • Any CRM database experience is a plus
  • Drive and ambition to work in the finance/investment industry and grow with the company
  • Professional, upbeat and outgoing
  • Strong organizational and prioritizing skills
  • Ability to work in a quick and efficient fast-paced environment
  • Excellent interpersonal and communication skills
  • Valid driver’s license and proof of insurance
  • Okay working at two locations
  • Excellent work ethic and team player


  • 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: Based on experience, contact us for details

Location: Appleton and Oshkosh, WI

Job ID: 139757

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

Cadre is an Equal Opportunity Employer.