Client Relationship-Manager

Stack Financial Management   Whitefish, MT   Full-time
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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: $60,000+ depends on experience with generous retirement plan (up to 25% of salary).

- Non-smoking environment

- All inquiries will remain confidential

This job is no longer available.

Stack Financial Management

Whitefish, MT