Client Relations Manager Posted Mar 07
Russell Private Wealth Management , Buffalo, NY
Client Relations Manager


Strong communication and organizational skills

Self-motivated, entrepreneurial

Client facing, good with people

Helpful but not required:

Series 7 and 66

Sales experience

Marketing experience or background

Finance/banking background

Proficient in word and excel


Collect financial data prior to meetings and enter data into

system after meetings

Network and bring in prospective clients for

investment/retirement planning (bonuses available)

Meeting with clients and prospects

Putting together events

Marketing and social media

Opportunities for growth:

Eventually obtain series 7 and 66 (if not already


Build a book of business

Bonuses available for meaningful introductions

Employment Type: Permanent

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