Relationship Manager: White-Glove Client Service
Job in
Hauppauge, Suffolk County, New York, 11788, USA
Listed on 2026-02-01
Listing for:
Radium Search
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A respected wealth management firm in Hauppauge, NY, seeks a Relationship Manager to ensure excellent client experiences. This full-time role focuses on delivering high-quality service, managing client communications, and supporting financial planning. Ideal candidates are organized, detail-oriented, and possess 3–5 years in financial services. A Bachelor's degree and Series 65 license are preferred. The position offers a performance-based bonus and robust benefits, including medical, dental, vision, and a 401(k) plan.
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