Relationship Manager

Duties:

•          Actively seeks coaching and accepts feedback as a gift.

•          Passionate about helping others.

•          Familiar with financial services paperwork and processes.

•          Maintain the utmost confidentiality and professionalism when working with clients to ensure their confidence in our firm.

•          Ability to exercise composure and exactness when operating under time constraints.

Qualifications

•          Adept with clear, concise written, verbal & non-verbal communication

•          Comfortable working alone and in a group setting

•          The ability to multi-task and excel in a team-oriented, fast-paced environment

•          Adaptive to ever-evolving technology and work processes

•          Experience with Microsoft Office Suite of products, particularly Outlook and Excel

•          Trouble shooting and problem solving

•          Proven client support experience

•          High degree of attention to detail

•          Bachelor’s degree preferred but not required

•          Financial & Insurance licensing a plus