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Cherry Hill

    Client Relationship Manager - Cherry Hill, United States - GemHarvest Executive Recruiting

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    Description

    Client Relationship Manager

    Boutique RIA

    Cherry Hill, NJ

    Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Relation Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. Not a sales role.

    The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

    Highlights

    • Collaborate with Lead Advisors to provide exceptional client support
    • Ability to make an impact on the success of a fast growing, independent RIA by nurturing, managing, and maintaining strong client relationships
    • Engage in client-facing meetings and Client Service tasks
    • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
    • Competitive compensation package including a significant base salary, bonus, and benefits

    Requirements

    • 1+ years experience in Financial Services with client interaction
    • Drive to continuously improve and grow in a collaborative team based environment
    • Bachelors in Finance or related field preferred


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