Strategic Client Relationship Manager

More Capital; Mather (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

More Capital is seeking a relationship manager to work with clients, educate them about our services, and guide them to make informed decisions. The role emphasizes opening client accounts, ensuring proper form completion, and coordinating with compliance.

The candidate should have 2 to 3 years of relevant experience and a Bachelor’s degree in Business Administration, with a focus on client service and risk awareness. This position is based in the United States.

Qualifications

• Outgoing, customer service oriented relationship manager with strong communication skills.
• Experience interacting with clients and guiding them through processes.
• Ability to explain services, benefits and risks to clients clearly.

Responsibilities

• Opening client accounts and guiding clients through required forms (KYC, FATCA, CRS, Suitability).
• Managing client relationships by communicating updates, presenting products and addressing risks and benefits.
• Receiving instructions, executing transactions, and recording activities on client accounts.
• Other duties as required and assigned.

Skills

Customer service

Client relations

Education

Bachelor's degree in Business Administration

Job description

More Capital is seeking a relationship manager to work with clients, educate them about our services, and guide them to make informed decisions. The role emphasizes opening client accounts, ensuring proper form completion, and coordinating with compliance.

The candidate should have 2 to 3 years of relevant experience and a Bachelor’s degree in Business Administration, with a focus on client service and risk awareness. This position is based in the United States.