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Wealth Client Relations Lead

Job in Brea, Orange County, California, 92631, USA
Listing for: Raymond James
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below
A financial services firm in California is seeking a Client Relationship Manager to manage and deepen client relationships. The ideal candidate will have strong knowledge of investments and experience in client management. Responsibilities include preparing financial reports, entering trades, and engaging in marketing efforts. This full-time role offers a salary range of $80,000 to $110,000 and includes benefits such as medical and vision insurance, along with a 401(k).
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