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Client Relationship Manager Whitefish, Montana A unique care...

Client Relationship Manager Whitefish, Montana A unique care...

Client Relationship Manager Whitefish, Montana A unique career opportunity to join a nationally renowned financial investment firm located in Whitefish, Montana. Our growing company offers a challenging and rewarding career for the right individual. This position requires a motivated professional who is committed to exceptional client service in a fast-paced and detail-oriented environment. Responsibilities: Interfacing with high-net-worth clients throughout the United States Account setup and maintenance Maintaining critical and sensitive client data Operational support using multiple software programs Qualifications: Excellent phone and written communication skills Highly organized with strong attention to detail Ability to multi-task, prioritize, and manage a variety of projects Proficient in Microsoft Office Aptitude for mastering new software applications and systems College degree and 5+ years related experience Starting Salary: $60,000+ DOE with generous retirement plan (up to 25% of salary). Qualified candidates send cover letter and resume to: Stack Financial Management 625 Wisconsin Avenue Whitefish, MT 59937 careers@stackfinancialmanagement.com - Non-smoking environment - All inquiries will remain confidential

Contact Us

(406) 892-2151
PO BOX 189, 926 Nucleus Avenue
Columbia Falls, MT 59912

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