CLIENT RELATIONSHIP-MANAGER

Client Relationship-Manager

Whitefish, Montana

A unique career opportunity to join a nationally renowned financial investment firm located in Whitefish, Montana. Our growing company offers a challenging and rewarding career for the right individual. This position requires a motivated professional who is committed to exceptional client service in a fast-paced and detail-oriented environment.

Responsibilities:

Interfacing with high-net-worth clients throughout the United States

Account setup and maintenance

Maintaining critical and sensitive client data

Operational support using multiple software programs

Qualifications:

Excellent phone and written communication skills

Highly organized with strong attention to detail

Ability to multi-task, prioritize, and manage a variety of projects

Proficient in Microsoft Office

Aptitude for mastering new software applications and systems

College degree and 5+ years related experience

Starting Salary: $60,000+ depends on experience with generous retirement plan (up to 25% of salary).

- Non-smoking environment

- All inquiries will remain confidential

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CLIENT RELATIONSHIP-MANAGER

Client Relationship-manager Located At Mt, Whitefish - Job Post By: Stack Financial Management

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