Now Hiring - Shore to Summit Wealth Management - Professional Services Client Relationship Manager in Annapolis, MD

Full description of the position

Shore to Summit Wealth Management, LLC is a financial planning and asset management practice. We serve qualified high net worth investors and their families, entrepreneurs, small businesses, professional service corporations, and employees and retirees of publicly traded corporations. We provide complete wealth management strategies and education including 401(k) management. The Client Relationship Manager is an integral part of the team with end-to-end responsibility for providing consistently superior, professional services to designated clients and STSWM financial advisors. This team member must be a highly efficient, self-starter who excels in client service.

Qualifications:

Strong communication skills, both written and verbal

Superior organizational and administrative skills. Attention to detail is a must.

Ability to work independently, adapt, problem solve and anticipate client needs

Ability to efficiently manage time, prioritize tasks, and multitask in a demanding environment.

Commitment to providing superior service to clients and team members

Proficiency with Microsoft Office (Excel,Word, Outlook)

Professional demeanor

Requirements:

Successful completion of FBI background check.

Ability to successfully complete the Series 7 and Series 66 exams.

Job Type: Full-time

Pay: $45,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Experience level:

• 1 year

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Education:

• Bachelor's (Preferred)

Work Location: One location