Job Summary
A financial services company has a current position open for a Remote Financial Services Relationship Manager.
Core Responsibilities Include:
- Coordinating the rollout of products and services to key accounts
- Understanding and documenting the corporate goals
- Troubleshooting technical issues via phone and email
Must meet the following requirements for consideration:
- Host strategy meetings
- 5+ years direct client and/or financial services experience
- Direct experience of the Banking, TAMP, RIA, Brokerage and B2B markets
- Proven ability to successfully build and manage relationships
- Proven ability to be successful with clients and prospects
- Financial business analysis and/or consulting experience
