Cadre
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.
WHAT YOU WILL BE DOING:
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
WHAT YOU NEED:
- 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
WHAT YOU GET:
- 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
GENERAL INFORMATION:
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.