Relationship Manager
Integrity Windows
Relationship ManagerRelationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement.Responsibilities:Cultivate new advisors/agent relationshipsManage and utilize database for contact trackingGain understanding of Quantum products/services and competitive landscapeAct as Liaison between advisor and all departments within QuantumCoordinate conference calls and webinars and all advisor/team travelAssist with onsite events for your teams clientsAct as an admin for sales executive of your teamQualifications:1-3 year Admin experience in a professional environmentExcellent communication skills, follow up and attention to detailsIndustry experience not required, but financial industry experience a plusMust be available to work in the office (not remote)
Vacancy posted 2 days ago
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