Client Relationship Manager, Wealth Advisory (Onsite Bethesda)

Shore to Summit Wealth Management, LLC; Bethesda (MD); On-site; USD 75,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Job summary

Shore to Summit Wealth Management, LLC in Bethesda, MD, is seeking a Client Relationship Manager to nurture and maintain long-term relationships with qualified clients. You will understand client needs, address concerns, and deliver professional services in collaboration with STSWM financial advisors.

The role requires at least 2 years of experience, excellent communication, and the ability to manage calendars, meetings, and sensitive client information.

Qualifications

• Minimum 2 years’ experience as a Client Relationship Manager in financial advising.
• Excellent oral and written communication and interpersonal skills.
• Maintain comprehensive and accurate client records.
• Execute financial asset movements for clients.
• In-office 5 days a week in Bethesda, MD.
• Licensing: Series 7/66 licenses expected in future; existing licenses preferred.

Responsibilities

• Nurture and maintain long-term relationships with clients.
• Understand client needs and address their concerns for designated clients and advisors.
• Provide professional services and support to STSWM clients.
• Coordinate meetings and communications with clients and team members.
• Receive checks, process disbursements, and assist with new account processing.
• Maintain confidentiality and proper documentation.

Skills

Client relations

Communication

Record keeping

Asset movement

Meeting coordination

Calendar management

Independence

Team collaboration

Job description

Shore to Summit Wealth Management, LLC in Bethesda, MD, is seeking a Client Relationship Manager to nurture and maintain long-term relationships with qualified clients. You will understand client needs, address concerns, and deliver professional services in collaboration with STSWM financial advisors.

The role requires at least 2 years of experience, excellent communication, and the ability to manage calendars, meetings, and sensitive client information.