Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals.
The intention of the Relationship Manager role is to:
* to ensure that each client's experience with Opal Wealth Advisors is exceptional
* to serve as the primary contact for all clients
* to partner with the Advisory Team and Client Service Team to fulfill client needs and requests
* to ensure lead financial advisors have the administrative resources to deliver the best client experience.
Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.
Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.
What We Do
Since founding PEAR in 2003, our vision to support the multi-faceted goals of our clients, with the highest level of confidence, competence and results, led us to create a niche human capital management and business consulting company.
Our core competencies include:
HR Management & Support
COVID-19 Resources & Support
Performance Coaching & Development for Leaders & Individuals
Sexual Harassment Training & Independent Workplace Investigations
Behavioral Assessments
Strategic Planning
Talent Acquisition & Retention Strategies
Morale & Culture Barometer
We enjoy working with clients large and small, across industries. And, the best of all, our entire client base has been built on referrals.
