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Client Manager - Financial Advisory; Hybrid
Job in
Cheshire, New Haven County, Connecticut, 06410, USA
Listed on 2026-03-12
Listing for:
Cartier Wealth
Full Time
position Listed on 2026-03-12
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A retirement and wealth management firm in Connecticut seeks a Registered Client Service Manager to enhance client experiences and support internal advisors. This role demands strong communication, attention to detail, and proficiency in CRM systems, with responsibilities including client management and business development. Required qualifications include Series 7/6 and 63/66 licenses, alongside 2-3 years in client services. Competitive salary range of $70k-$95k along with benefits is offered.
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