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Modern Wealth Management, LLC

Client Onboarding & Relationship Manager

Modern Wealth Management, LLC, Campbell, California, us, 95011

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A leading wealth management firm is seeking a Relationship Manager in Campbell, CA. This full-time position involves supporting financial advisors by managing client accounts and administrative tasks, ensuring an efficient, client-centric experience. The ideal candidate will have a bachelor's degree and skills in client relationship management and organizational abilities. This role also includes collaborating with internal teams and promoting client growth. The position offers annual salary ranging from $90,000 to $120,000. #J-18808-Ljbffr