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Senior Client Relationship & Portfolio Architect

Steward Partners, Portsmouth, NH, United States


A leading financial services firm in Portsmouth, NH, seeks an experienced Relationship Manager to provide comprehensive client support. This pivotal role involves managing client portfolios, developing tailored financial strategies, and ensuring high-quality client service. Candidates should possess a bachelor’s degree, at least 10 years of relevant experience, and active FINRA licenses. The position demands strong analytical, organizational, and communication skills. Join a firm committed to excellence in service and client relations. #J-18808-Ljbffr