Job description
The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business). Under general direction, this individual contributor is responsible for handling daily administration of wealth management relationships in consultation with various team members. This is a more experienced position in the job family and will be responsible for more complex relationships. The relationship manager will strengthen existing relationships by providing efficient and timely client service and problem resolution. Through ongoing servicing of the clients, this individual will generate referrals consistent with the annual incentive plan to support firm growth.
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