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Relationship Manager- Brea, CA

Work from home Full-time role Hiring

reputed company is seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business and finding opportunities to deepen client engagement and satisfaction.

Responsibilities

  • You are key to the Fidelity relationship strategy
  • Deepening client relationships through long term mentorship
  • Collaborating with the Relationship Manager team company wide
  • Being responsible for the client contact strategy
  • Building long-lasting meaningful relationships with clients

Skills

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 1-3 years in financial services with an emphasis in providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment
  • Ability to think creatively and be comfortable making decisions with the support of your team
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

Company Overview

  • reputed company is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.
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