Client Relationship & Advisory Support Manager

KENNEBEC VALLEY CHAMBER-CMMRC; Waterville (ME); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Waterville, Maine, is seeking a Relationship Manager who will serve as the primary point of contact for clients, ensuring strong relationships and supporting financial advisors. Candidates should have at least two years of experience in a sales or administrative role within financial services or a related industry. Proficiency in Microsoft Office is preferred, and candidates should be willing to obtain necessary FINRA licenses within six months. Office hours are Monday to Thursday from 8:30 to 5:00 and Friday from 8:30 to 4:00.

Qualifications

• Minimum of two years in support, sales, or administrative role in financial services.
• Willingness to obtain FINRA licenses within six months.
• Excellent organizational and communication skills required.

Responsibilities

• Prepare client and prospect presentations.
• Execute transactions and manage cash balances.
• Oversee onboarding of new clients.

Skills

Organizational skills

Communication skills

Client management

Sales and service experience

Tools

Microsoft Office

Job description

A financial services firm in Waterville, Maine, is seeking a Relationship Manager who will serve as the primary point of contact for clients, ensuring strong relationships and supporting financial advisors. Candidates should have at least two years of experience in a sales or administrative role within financial services or a related industry. Proficiency in Microsoft Office is preferred, and candidates should be willing to obtain necessary FINRA licenses within six months. Office hours are Monday to Thursday from 8:30 to 5:00 and Friday from 8:30 to 4:00.