Remote Relationship Manager - Investment Services

L5

community financial systemSyracuse, NY2 days ago
Community 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.
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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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