Client Services Manager

Client Services / Relationship Manager (Series 7 license required)

Campbell, CA

Salary plus quarterly bonus $80k-$100k

Unleash Your Potential with this National Investments Leader!

Our client doesn't just offer a job but a unique journey of personal and career growth. As a Relationship Manager with this privately held investments powerhouse, you’ll be at the forefront of the industry.

Imagine a workspace where you're exposed to top-tier financial strategies and equipped with unparalleled growth tracks. Whether it's their industry-leading professional development programs or opportunities for internal mobility, they're invested in your future as much as you are.

In this highly visible Relationship Manager role within the Branch team, your responsibilities will include keeping the Financial Consultants organized and facilitating long-lasting, positive relationships with the Firm’s most valuable clients.

You will learn to nurture a book of business through your honesty and integrity and inspire client dedication and engagement.

The Expertise They’re Looking For

• Active FINRA Series 7 & 66 (OR Series 63 / 65) licenses
• CFP is a plus
• 1-3 years in financial services with an emphasis on providing an excellent customer experience
• Fundamental financial 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
• A professional and polished communication style compatible with high-net-worth clientele
• Ability to think creatively and be comfortable making decisions with the support of your team

They Invest in You!

Our client considers their people as their most valuable asset and offers a holistic rewards structure, which includes :

• A competitive base salary range of $75,000 $80,000 annually. ( placement in the range will vary based on job responsibilities, geographic location, and your relevant experience )
• The base salary is only part of the total compensation package. Depending on eligibility requirements, the offer package also includes generous quarterly bonuses or other variable compensation ($100k+)
• Robust benefits designed for you and your family’s well-being, including comprehensive health care coverage and emotional well-being support, market-leading retirement plan, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement,
• A solid commitment to your professional development, offering diverse training opportunities to advance your career : in-branch, regional, national, and virtual platforms.

If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!