Series 65 Relationship Manager

Job Summary

A company is looking for a Relationship Manager for their Customer Success Team.

Key Responsibilities

• Manage member inquiries and provide timely support for account-related questions
• Handle operational processes including account opening, funding, and maintenance
• Serve as the primary point of contact for members, guiding them through various financial offerings

Required Qualifications

• 5-7 years of experience in account or relationship management in financial services
• Strong organizational and operational skills to manage multiple client priorities
• Current possession of a Series 7, 65, 66, or 63 license, or willingness to obtain it
• Strong understanding of investment products and client servicing in financial advisory
• Experience in a startup environment and adaptability to changing priorities