PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Financial Services Relationship Manager
March 5
🏢 In-office - Manhattan
PEAR Core Solutions, Inc.
Combining the HR art, skill and passion for helping businesses & their teams align on belief, mindset & behavior.
2 - 10
Description
• Ensure exceptional client experience • Serve as primary client contact • Partner with Advisory Team and Client Service Team • Ensure lead financial advisors have administrative resources
Requirements
• Experience working in financial services, wealth management, or RIA • Incredible communication skills • Desire to be of service • Mandatory experience in financial services company • Experience in wealth management company • Experience in registered investment agency (RIA)
Benefits
• Outstanding Relationship Manager position • Exceptional client experience • Serve as primary contact for all clients • Partner with Advisory Team and Client Service Team • Ensure lead financial advisors have administrative resources • Opportunity to work with wealth management professionals
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