Now hiring a Relationship Manager to support the operations for a small financial services firm in Chicago. Ideal candidate has experience supporting clients for a financial group. This highly visible role requires strong attention to detail, communication skills and professionalism. If you are looking for growth and have a passion for financial planning without the pressure of sales goals this role provides all of the success tools you will need.
- Support Financial Planners to assist clients in meeting financial goals
- Assist clients with new account paperwork, provide customer service and resolve client requests.
- Schedule client meetings and assist with administrative tasks.
Please apply with your CV to: