Client Account Manager

Description

Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.

Key Responsibilities

• Establish and maintain strong, trusting relationships with high net worth and corporate clients.

• Understand, articulate, and work towards client goals and objectives.

• Collaborate with the team to design effective financial and investment options to meet client goals.

• Maintain high levels of confidentiality and sensitivity in managing client information.

Requirements

Job Requirements

• At least 3 to 5 years of experience in financial services or financial planning.

• Comprehensive understanding of personal financial planning areas such as investing, executive benefits, estate planning, retirement planning, and individual income tax.

• Excellent written and interpersonal communication skills and strong problem-solving abilities.

• Ability to work as a team player with integrity, a strong work ethic, and high moral character.

• Comfortable working independently and presenting to small groups.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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