Mutual Funds Relationship Manager — Trusted Advisor to Clients

A leading financial institution is seeking a skilled Relationship Manager to enhance client retention and support product development. This role involves conducting risk assessments, improving service levels, and facilitating client engagement activities. Ideal candidates will have a bachelor's degree and experience in the mutual fund or brokerage industries, along with strong communication and organizational skills. The position offers a competitive salary in Milwaukee, Wisconsin with comprehensive benefits. #J-18808-Ljbffr