Client Relationship Manager - Cherry Hill, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
Cherry Hill, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Client Relationship Manager

Boutique RIA

Cherry Hill, NJ


Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship 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 clientfacing meetings and Client Service tasks
  • Teambased, 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

Pay:
$60, $80,000.00 per year


Benefits:


  • 401(k)
  • Health insurance
  • Paid time off
  • Vision insurance

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Inperson
  • Office

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 1 year (preferred)

Ability to Relocate:

  • Cherry Hill, NJ 08003: Relocate before starting work (required)

Work Location:
In person
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