Maine Licensed Relationship Manager

Job Summary

A company is looking for a Relationship Manager to deliver wealth management services and support client relationships.

Key Responsibilities

• Support the lead Financial Advisor/Partner with operational execution and client trust
• Manage the new client onboarding process and maintain CRM data integrity
• Coordinate client engagement events and manage the company's social media presence

Required Qualifications

• Minimum of five years of experience in financial services, marketing, or similar fields
• Familiarity with Salesforce and custodial platforms
• Strong proficiency in Microsoft Office Suite and CRM software
• Proven ability to manage multiple priorities and work independently
• Demonstrated dedication to client confidentiality and trust