The Service Relationship Manager role at Workforcity entails delivering wealth management services to clients while ensuring compliance with operational standards. The position requires strong organizational skills, client-facing experience, and a foundational knowledge of banking and investment products
Job Summary
The Service Relationship Manager plays a crucial role in delivering wealth management services to clients.
This position involves managing client transactions and ensuring compliance with audit standards.
The role also includes identifying new business opportunities and maintaining high client satisfaction.
Matching Summary
Match Score: 75
The Service Relationship Manager role at Workforcity entails delivering wealth management services to clients while ensuring compliance with operational standards. The position requires strong organizational skills, client-facing experience, and a foundational knowledge of banking and investment products.
Skills & Requirements
Must-have
Client facing experience
Strong organizational and time management skills
Ability to problem solve and analyze data
Nice-to-have
Strong background in operations and compliance
Interest in banking and investment products
Key Requirements
0-2 years relevant experience
Bachelor's/University degree or equivalent experience