Remote Relationship Manager - Investment Services

Coca-Cola Beverages Northeast; City of Syracuse (NY); Remote; USD 62,000 - 88,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits

Professional development

Virtual work environment

Digital client engagement tools

Job summary

Community Financial System, Inc. is seeking a Relationship Manager to serve as the primary point of contact for a portfolio of clients within our Nottingham Investment Services Direct Channel.

You will deliver high-quality service remotely via phone, video, email, and secure messaging, building lasting client relationships with a strong financial acumen. The ideal candidate has 3–5 years in financial services, appropriate licenses, and excellent communication skills.

Qualifications

• 3–5 years in financial services, client-facing.
• Valid registrations: SIE, Series 7, 66 (or 63/65) and Life/Health license.
• Strong investment knowledge and banking services.
• Excellent written and verbal communication.
• Proven ability to manage client relationships.
• Proficient with CRM systems and digital tools.

Responsibilities

• Manage defined client group virtually as primary contact.
• Understand client goals and tailor financial guidance.
• Proactively engage for retention and growth.
• Coordinate with operations, compliance, investment teams.
• Educate clients on digital banking and investments.

Skills

Relationship building

Financial acumen

Communication

Team collaboration

Adaptability

Education

Financial licenses (SIE, Series 7, 66, or 63/65; Life/Health)

Tools

CRM platforms

Zoom

Microsoft Teams

Secure messaging tools

Job description

Community Financial System, Inc. is seeking a Relationship Manager to serve as the primary point of contact for a portfolio of clients within our Nottingham Investment Services Direct Channel.

You will deliver high-quality service remotely via phone, video, email, and secure messaging, building lasting client relationships with a strong financial acumen. The ideal candidate has 3–5 years in financial services, appropriate licenses, and excellent communication skills.