Telecommute Central Relationship Manager in Houston

Location: Texas

Compensation: To Be Discussed

Staff Reviewed: Fri, Jan 08, 2021

This job expires in: 19 days

Job Category: Account Management

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has a current position open for a Telecommute Central Relationship Manager in Houston.

Must be able to:

  • Help support and consult clients who have a managed portfolio
  • Educate clients on an ongoing basis regarding asset allocation
  • Perform other tasks as needed

Qualifications for this position include:

  • Strong verbal and written communication skills
  • Strong technological acumen and comfort with learning how to use new tools
  • Have robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues

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