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Client Relationship Manager

Client Success & Operations Manager

Job in Campbell, Santa Clara County, California, 95011, USA
Listing for: Modern Wealth Management
Full Time position
Listed on 2026-01-25
Job specializations:
  • Business
    Client Relationship Manager
  • Management
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company located in Campbell, CA, is seeking a Relationship Manager to support financial advisors by managing operational and administrative tasks. The ideal candidate will foster strong client relationships, assist in onboarding, manage client accounts, and ensure seamless service delivery. A Bachelor’s degree in a related field is typically required, and experience within the financial services industry is preferred.

Strong organizational and communication skills are essential for success in this role.
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