Client Relationship Manager
Glendaleonsitemanager$70K – $110K
Posted 2mo ago · via Workable
About this role
Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible After Six Months Castlewatch Wealth an Ameriprise Financial advisory practice is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently. The ideal candidate is fully licensed, comfortable working with financial planning technology, and interested in growing their career within the financial services industry.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Glendale. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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