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.


  • 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


  • 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 Located At Mt, Whitefish - Job Post By: Stack Financial Management

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