Rhode Island Licensed Client Manager

Job Summary

A company is looking for a Client Relationship Manager to join their remote team.

Key Responsibilities

• Contribute to team meetings and participate in proactive client communication
• Assist clients with questions, manage review meetings, and prepare presentation materials
• Maintain client support technology systems and ensure high levels of customer service

Qualifications

• Bachelor's degree
• FINRA Series 65 license (or obtaining within the established timeframe)
• 5+ years of relevant financial services industry experience
• Experience in the retirement industry and investment knowledge
• Fluency in Spanish is preferred, but not required