The ideal Account Manager/Client Relationship Manager will assist with client onboarding, administrative tasks, and will gain exposure to financial planning and wealth management. They will act as the first point of contact. An upbeat personality and overall team fit will win the role.
Responsibilities
Create and maintain relationships with customers as the first point of contact.
Assist with onboarding and account administrative duties.
Maintain a database and leverage Microsoft Applications (Excel, Word).
Qualifications
Recent graduate- finance, wealth management, or business focus.
Exposure to the financial industry (full-time or internship) is a plus.
Positive outlook and upbeat personality.
5 days in office. Must live in reasonable proximity to the Timonium area.
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Responsibilities
Create and maintain relationships with customers as the first point of contact.
Assist with onboarding and account administrative duties.
Maintain a database and leverage Microsoft Applications (Excel, Word).
Qualifications
Recent graduate- finance, wealth management, or business focus.
Exposure to the financial industry (full-time or internship) is a plus.
Positive outlook and upbeat personality.
5 days in office. Must live in reasonable proximity to the Timonium area.
#J-18808-Ljbffr