Client Relationship Manager

Chartwell Investment Partners

Remote
Base: $32,240.00-$70,000.00; bonus/equity: not spe...
Remote
Manage and deepen client relationships
Collaborate with investment team
Evaluate investment opportunities
Chartwell Investment Partners is seeking a Client Relationship Manager to enhance and manage client relationships while supporting the firm's growth in a remote setting. The ideal candidate should possess strong communication skills, a background in investment concepts, and a desire for professional development

Job Summary

  • Clients are our main priority; Making complicated matters simple is our mission.
  • Manage and deepen client relationships with effective communication and personalized attention in every interaction.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Client Relationship Manager to enhance and manage client relationships while supporting the firm's growth in a remote setting. The ideal candidate should possess strong communication skills, a background in investment concepts, and a desire for professional development.

Salary

Base: $32,240.00-$70,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Manage and deepen client relationships
  • Collaborate with investment team
  • Evaluate investment opportunities
  • Prepare financial reports
  • Utilize CRM software

Nice-to-have

  • Strong desire for growth
  • Confident and self-motivated
  • Team player
  • Personalized attention in every interaction

Key Requirements

  • Bachelor's Degree preferred
  • 3 years of relevant working experience
  • SIE required
  • Series 7 and Series 66 or ability to obtain
  • Life, Health and Variable Annuity or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter