Job description
Are you a Financial Relationship Manager who has strong organizational and prioritizing skills? Are you a Financial Relationship Manager who is looking for an opportunity with a company that offers great benefits?
Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.
WHAT YOU WILL BE DOING:
As a Financial Relationship Manager, you will coordinate client onboarding and maintain ongoing client relationships as well as educate clients on the on-line tools and resources available to them.
- Manage calendar and schedule meetings for clients, prospects and outside vendors
- Prepare and coordinate documents in preparation for meetings
- Participate in client meetings
- Attend client/prospect events and seminars
WHAT YOU NEED:
- 2+ years of financial/investment industry experience or a recent Bachelor’s degree in Finance or Accounting
- Bachelor’s degree in Finance or Accounting preferred
- MSWD and Excel skills
- CRM database experience a plus
- Driven and motivated
- Organizational skills and able to prioritize
- Strong communication skills
- Valid driver’s license and proof of insurance
WHAT YOU GET:
- Company that treats each team member with value and respect
- Work / life balance
- Company that promotes from within
- Quarterly bonus plan
- Health insurance
- Life insurance
- 401(k)
- Paid time off
- Paid holidays
- Continuing education reimbursement plan
GENERAL INFORMATION:
Hours: Monday-Thursday 8:00am-4:30pm and Friday 8:00am-3:00pm
Length: Temporary to Hire or Direct Hire
Pay for the Financial Relationship Manager position: $16.83-$25.00/hr. based on experience
Location: Appleton & Oshkosh, WI
Job ID: 141331
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.
To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.
Job Type: Full-time
Pay: $16.83 - $25.00 per hour
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
Experience level:
- 2 years
Schedule:
- Monday to Friday
Supplemental pay types:
- Quarterly bonus
Work Location: One location
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