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Relationship Manager - Towson, MD

Remote · USA Full-time New today

reputed company is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role involves nurturing a book of business, inspiring client dedication, and ensuring that client needs are prioritized in daily operations.

Responsibilities

  • You are key to the Fidelity relationship strategy
  • Deepening client relationships through long term mentorship
  • Collaborating with the Relationship Manager team company wide
  • Being responsible for the client contact strategy
  • Building long-lasting meaningful relationships with clients

Skills

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 1-3 years in financial services with an emphasis in providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to find reputed company in a dynamic, deadline driven, and detailed compliance environment
  • Ability to think creatively and be comfortable making reputed company with the support of your team
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • You are reputed company to facilitate setting targeted appointments that improve engagement with clients
  • You are client oriented and bring great perspective on financial planning
  • You have a reputed company interest in being an reputed company for your clients
  • You are professional with a polished communication style compatible with high net worth clientele
  • Being coachable, collaborative, and curious are your 'go to' attributes

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement
  • Generous paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment
  • Tuition reimbursement
  • reputed company to reputed company your career

Company Overview

  • reputed company is a reputed company bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.
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