Client Relationship Manager

Chartwell Investment Partners

Plattsburgh, NY, US
Base: $32,240.00-$70,000.00; bonus/equity: not spe...
Manage and deepen client relationships
Execute trades and rebalances
Utilize crm software for records
The mission is to make complicated matters simple while prioritizing clients above all else

Job Summary

  • The mission is to make complicated matters simple while prioritizing clients above all else.
  • The role requires managing client relationships, executing trades, and collaborating with investment teams to develop strategies.
  • Candidates must hold specific FINRA licenses including SIE, Series 7, and Series 66 or obtain them quickly.

Matching Summary

The mission is to make complicated matters simple while prioritizing clients above all else.

Salary

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

Skills & Requirements

Must-have

  • Manage and deepen client relationships
  • Execute trades and rebalances
  • Utilize CRM software for records
  • Prepare financial reports and spreadsheets
  • Collaborate with investment team

Nice-to-have

  • Self-motivated with desire for growth
  • Effective communication in all channels
  • Participate in marketing seminars
  • Work independently and as a team player
  • Handle stressful situations calmly

Key Requirements

  • Bachelor's Degree required
  • Minimum 3 years relevant experience
  • SIE license required
  • Series 7 and Series 66 required
  • Life, Health, Variable Annuity licenses

Work Rights

Not specified

Tailored Resume

Cover Letter