Joyful Relationship Manager — Client Success & Growth

Mitlin Financial, Inc® is hiring a full-time Relationship Manager (RM) in Hauppauge, NY to provide exemplary service to clients while coordinating deliverables and records. The RM will play a crucial role in both existing and new client relationships, focusing on a human-first approach. This position demands 3 - 5 years' experience in financial services and proficiency with CRM systems. The role offers professional growth, performance bonuses, and a comprehensive benefits package, including medical and retirement options.
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