Relationship Manager - Carlsbad

Only for registered members Carlsbad, United States

1 week ago

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Job summary

This job is responsible for supporting the Financial Advisor team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing implementing and monitoring the teams client service model.

Responsibilities

  • Tracks all client actions/activities to ensure the highest level of client service is provided while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
  • Attends client review meetings to assist with relationship deepening conversations

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