No experience
Employment Type:
Full time
Job Category:
Client Relations Manager
Russell Private Wealth Management | Buffalo, New York
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Job Description

Client Relations Manager

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


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
Build a book of business
Bonuses available for meaningful introductions


Applicants must be eligible to work in the specified location

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