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Description

Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.

Responsibilities:

+ Manage and maintain client relationships effectively

+ Communicate clearly and efficiently with clients and team members

+ Ensure strict adherence to compliance regulations within the company

+ Utilize Series 65 skills in managing client portfolios

+ Implement wealth management strategies for clients

+ Resolve client inquiries promptly and in a detail-oriented manner

+ Monitor client accounts regularly and take necessary actions

+ Process client applications accurately and efficiently.

Requirements

The ideal Relationship Manager will have a Bachelor’s degree in Accounting, Finance, or similar.

Other requirements for the Relationship Manager role include and are not limited to:

+ 3+ years’ financial services experience required

+ Series 66 or 65

+ Excellent computer skills in Microsoft Office Suite (Word, EXCEL, etc.)

+ Excellent communication and interpersonal skills.

Interested candidates should reach out to Zed Koleilat at 267-602-2681and reference JO#03720-0013209198

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .