A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7+ years in financial services, including 3+ years in a supervisory capacity, with excellent communication and problem-solving skills. Competitive salary range of $90,000 - $120,000 plus bonuses. This is a hybrid position allowing work from various locations.
#J-18808-Ljbffr
#J-18808-Ljbffr
Client Relationship Lead – Hybrid Wealth Advisory in torrance at Unknown Company
This position is listed as full time and hybrid.