Relationship Manager
Integrity•Scottsdale, AZ
•Onsite
About The Position
Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement.
Requirements
- 1-3 year Admin experience in a professional environment
- Excellent communication skills, follow up and attention to details
- Industry experience not required, but financial industry experience a plus
- Must be available to work in the office (not remote)
Responsibilities
- Cultivate new advisors/agent relationships
- Manage and utilize database for contact tracking
- Gain understanding of Quantum products/services and competitive landscape
- Act as Liaison between advisor and all departments within Quantum
- Coordinate conference calls and webinars and all advisor/team travel
- Assist with onsite events for your teams clients
- Act as an admin for sales executive of your team
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
