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Client Relationship Manager

Client Onboarding & Relationship Manager

Job in Campbell, Santa Clara County, California, 95011, USA
Listing for: Modern Wealth Management, LLC
Full Time position
Listed on 2026-01-15
Job specializations:
  • Business
    Client Relationship Manager
  • Management
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a Relationship Manager in Campbell, CA. This full-time position involves supporting financial advisors by managing client accounts and administrative tasks, ensuring an efficient, client-centric experience. The ideal candidate will have a bachelor's degree and skills in client relationship management and organizational abilities. This role also includes collaborating with internal teams and promoting client growth.

The position offers annual salary ranging from $90,000 to $120,000.
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