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:
Competitive compensation with generous retirement plan (up to 25% of salary).
Qualified candidates send cover letter and resume to: careers@stackfinancialmanagement.com
Non-smoking environment - All inquiries will remain confidential
We are an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.