Relationship Manager

Role responsibilities

The Relationship Manager is responsible for building and maintaining strong relationships with top producing branch teams, providing strategic and operational support for their complex initiatives. This role involves delivering elevated service excellence and identifying opportunities for process improvements.

Requirements

Candidates should have a bachelor's degree in business or a related field, or equivalent work experience, along with 5+ years of experience in financial services or related areas. Proficiency in Microsoft Office 365 is required, and having Series 7 and 66 certifications is preferred.

Key skills

Microsoft Office 365, Client Support, Problem Solving, Communication, Relationship Building, Service Excellence, Financial Services, Concierge Support, Wealth Management, Process Improvement, Continuous Learning, Team Leadership, Stakeholder Management, Operational Support, Strategic Support, Efficiency Creation

Keywords

Edward Jones, Financial Services, Concierge Support, Client Support, Wealth Management, Microsoft Office 365, Service Excellence, Relationship Management, Process Improvement, Stakeholder Management, Operational Support, Strategic Support, Continuous Learning, Team Leadership, High Net Worth, Branch Meetings, Travel, Problem Solving, Communication, Efficiency Creation, Bonuses, 401k, Employee Assistance Program, Paid Holidays, Vacation, Sick Time, Personal Days, Volunteerism, Disability Coverage, Life Insurance