Wm Client Relationship Consultant

TIAA Jobs

Base: $62,500pyr - $87,500pyr; bonus/equity: not s...
Client service delivery
Wealth management knowledge
Interpersonal communication skills
The Wealth Client Relationship Manager partners with Wealth Management Advisors to enhance client relationships

Job Summary

  • The Wealth Client Relationship Manager partners with Wealth Management Advisors to enhance client relationships.
  • This role involves managing high-net worth clients and implementing financial plans.
  • TIAA fosters a collaborative environment focused on innovation and meaningful results.

Matching Summary

The Wealth Client Relationship Manager partners with Wealth Management Advisors to enhance client relationships.

Salary

Base: $62,500/yr - $87,500/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service delivery
  • Wealth management knowledge
  • Interpersonal communication skills

Nice-to-have

  • Constructive feedback culture
  • Entrepreneurial mindset
  • Collaboration and teamwork

Key Requirements

  • 2+ years of relevant experience
  • FINRA registrations required
  • Life and Health Insurance License within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter