A leading financial services firm is seeking an experienced relationship manager to strengthen client relationships for Retail Separately Managed Accounts. The ideal candidate will have over 6 years of client services experience, strong knowledge of financial regulations, and a CFA designation. Responsibilities include managing account proposals, liaising with financial advisors, and ensuring client satisfaction. The role offers a competitive salary range of $100,000 to $125,000, along with comprehensive benefits including a 401(k) plan and wellness programs.
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