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Senior Client Relationship Manager
Greater Norwalk and Stamford Area
Date Posted: 03/20/2013
Employment Type: Perm
Category: Financial Services
Job ID: 137319
Salary: $130,000.00/yr
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    Senior Client Relationship Manager
Summary:
    The McIntyre Group's Financial Services division is searching for a candidate who enjoys the client facing aspects of Financial Services and has a strong Analytical/Investment mindset. The best fit is someone who can understand the needs of the current client database and take a pro-active approach to achieving the best client experience.
Responsibilities:
  • Develop strong relationships with both external clients and internal team members
  • Maintain assets effectively
  • Prepare financial statements
  • Manage investment funds
Requirements:
  • Bachelor's Degree in Business Administration, Finance, or related field
  • 5+ years' experience in the financial services industry
  • Willingness to travel
Preferred:
  • Previous experience with servicing high-net-worth-clients
  • Knowledge of evaluating financial products and services



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