Opal Wealth Advisors, located in Jericho Long Island (NY), is seeking to add an outstanding Relationship Manager position to its team of wealth management professionals.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
The intention of the Relationship Manager role is to :
- ensure that each client's experience with Opal Wealth Advisors is exceptional
- serve as the primary contact for all clients
- partner with the Advisory Team and Client Service Team to fulfill client needs and requests
- ensure lead financial advisors have the administrative resources to deliver the best client experience.
Experience working in a financial services company, wealth management company, or registered investment agency (RIA) is mandatory for this role.
Communication skills must be exceptional, as well as the desire to be of service. No task is too much when it comes to serving our clients.
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