Relationship 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

Job Summary
The Relationship Manager strives to be their clients' “go-to” person for all matters that do not require the financial advisor. They will work to maintain positive, productive relationships with client families, non‑profits and other organizations. The RM also fills a critical role internally by supporting the advisor’s efforts in portfolio management and financial planning.

Duties

• Preparing client and prospect presentations
• Executing transactions & manage cash balances
• Oversee onboarding of new clients as directed by the advisors
• Manage account contributions, withdrawals, and gifts
• Assist advisors with developing financial plans

Qualifications

• Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
• Holds FINRA Series 7 & 66 licenses (and SIE, if applicable) or is willing to obtain licenses within first six months
• Excellent organizational and communication skills
• Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)

Office Hours

8:30 to 5:00 Monday - Thursday
8:30 to 4:00 Friday