Remote Relationship Manager - Investment Services
community financial systemSyracuse, NY
Remote Relationship Manager - Investment Services
L5
community financial systemSyracuse, NY2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationCommunity Financial System, Inc. is seeking a Relationship Manager to serve as the primary point of contact for a portfolio of clients within our Nottingham Investment Services Direct Channel.
You will deliver high-quality service remotely via phone, video, email, and secure messaging, building lasting client relationships with a strong financial acumen. The ideal candidate has 3–5 years in financial services, appropriate licenses, and excellent communication skills.
Apply now
Level
SeniorL5
Location
Syracuse, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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