Client Relationship Manager
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
The Client Relationship Manager at Blunt Wealth Services manages and nurtures long-standing client relationships, acting as a primary point of contact for high-value clients. The role emphasizes adherence to firm and regulatory policies while supporting the firm’s growth within a collaborative team environment. The position operates as part of the Blunt Wealth Services team affiliated with Raymond James and upholds client-first values.
Required Skills
- CRM
- Microsoft Office
- Excel
- Trading
- Financial Planning
- Reporting
- Communication
- Client Service
- Compliance
Qualifications
- Bachelor's in Accounting
- Bachelor's in Business Administration
- Bachelor's in Finance
- Series 7 (FINRA)
- SIE (FINRA)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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