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Financial Services Relationship Manager at PEAR Core Solutions, Inc.
Jericho, New York, United States -
Full Time

Start Date

Immediate

Expiry Date

04 Mar, 26

Salary

0.0

Posted On

04 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Client Service, Wealth Management, Financial Services, Relationship Management, Administrative Support

Industry

Human Resources Services

Description
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. 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
The Relationship Manager will ensure that each client's experience with Opal Wealth Advisors is exceptional and serve as the primary contact for all clients. They will partner with the Advisory Team and Client Service Team to fulfill client needs and ensure lead financial advisors have the necessary administrative resources.