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Relationship Management Specialist — Hybrid CRM & Programs

Raymond James, St. Petersburg, Florida, United States, 33739

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A leading financial services firm seeks a professional to enhance client relationships and manage territory operations. This role requires collaboration across departments, effective management of pricing strategies, and thorough reporting. The ideal candidate will have a Bachelor’s Degree in Business Administration or Finance and 3 to 5 years of relevant experience. Strong skills in Microsoft Office and proficiency in data analysis tools like Excel and SalesForce CRM are essential. The position is hybrid, providing flexibility in the work environment. #J-18808-Ljbffr