Experience:
No experience
Employment Type:
Full time
Posted:
3/6/2018
Job Category:
Marketing
Client Relations Manager
(This job is no longer available)
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Job Description

Client Relations Manager
Requirements:

Strong communication and organizational skills
Self-motivated, entrepreneurial
Client facing, good with people

Helpful but not required:

Series 7 and 66
Sales experience
Marketing experience or background
Finance/banking background
Proficient in word and excel

Duties:

Collect financial data prior to meetings and enter data into
system after meetings
Network and bring in prospective clients for
investment/retirement planning (bonuses available)
Meeting with clients and prospects
Putting together events
Marketing and social media

Opportunities for growth:

Eventually obtain series 7 and 66 (if not already
licensed)
Build a book of business
Bonuses available for meaningful introductions

Qualifications

Applicants must be eligible to work in the specified location