Relationship Manager Associate - Charlotte, North Carolina, United States

Only for registered members Charlotte, North Carolina, United States

3 days ago

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Job Summary

A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. The Associate's primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals, participate in client meetings, and complete follow-up work.

Responsibilities

  • Build relationships with clients, advisors, planning and investment solutions teams
  • Services existing client relationships (including calling, meeting, corresponding) with the highest level of service and prompt follow-up with the client

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