Financial Services Relationship Manager

PEAR Core Solutions, Inc. • Jericho, NY

21d • Onsite

About The Position

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to: to ensure that each client's experience with Opal Wealth Advisors is exceptional to serve as the primary contact for all clients to partner with the Advisory Team and Client Service Team to fulfill client needs and requests to ensure lead financial advisors have the administrative resources to deliver the best client experience.

Requirements

• Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.
• Communication skills must be incredible as well as the desire to be of service.
• No task is too much when it comes to serving our clients.

Responsibilities

• ensure that each client's experience with Opal Wealth Advisors is exceptional
• serve as the primary contact for all clients
• partner with the Advisory Team and Client Service Team to fulfill client needs and requests
• ensure lead financial advisors have the administrative resources to deliver the best client experience

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed
• Number of Employees: 1-10 employees