Client Relationship Manager & Servicing Advisor

Money at Work, LLC

Base: $55,000.00-$80,000.00; bonus/equity: not spe...
Manage existing client relationships
Conduct quarterly and annual reviews
Ensure compliance standards met
The role focuses on managing and nurturing existing client relationships to ensure high satisfaction and retention without prospecting for new business

Job Summary

  • The role focuses on managing and nurturing existing client relationships to ensure high satisfaction and retention without prospecting for new business.
  • The Service Advisor is responsible for conducting quarterly and annual reviews to align client financial plans with changing life circumstances.
  • Candidates must hold specific FINRA licenses including Series 7, 63, 65, or 66 to effectively handle investment concepts and industry regulations.

Matching Summary

The role focuses on managing and nurturing existing client relationships to ensure high satisfaction and retention without prospecting for new business.

Salary

Base: $55,000.00-$80,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Manage existing client relationships
  • Conduct quarterly and annual reviews
  • Ensure compliance standards met
  • Facilitate client meetings
  • Handle client referrals

Nice-to-have

  • High-touch personalized service
  • Strategic growth contribution
  • Calm under pressure
  • Independent team player

Key Requirements

  • Bachelor's degree required
  • Series 7 license required
  • Series 63, 65, or 66 license required
  • 3 to 6 years general experience
  • SIE exam certification

Work Rights

Not specified

Tailored Resume

Cover Letter