Feb 26, 2019

Client Relationship Manager

  • Ambassador Advisors, LLC
  • Binghamton, NY, USA
Full time Finance Insurance Professional Services

Job Description

Job Description

If you are seeking a challenging career that provides you with an opportunity to serve others every day, a position at Ambassador Advisors could be for you. The team at Ambassador offers investment and stewardship counsel to families, businesses, churches and other nonprofit organizations throughout the region, helping these faithful stewards DO MORE with their resources.

We currently have an opening for a full-time Client Relationship Manager. The person in the position provides key support to clients and financial advisors.  Series 7 and 66 broker licensing required to serve as a Registered Assistant. The position would be a good fit for someone who is entrepreneurial, a team player, proactive, tech-savvy, and detail-oriented.  There is a high volume of client phone calls for scheduling appointments, and answering client questions relating to their accounts and financial plan. There will be a low-to-medium volume of client meetings. For the right candidate, this position offers a rare opportunity for potential growth and control over your compensation potential.

How to Apply

Thank you for your interest. To apply, please email your cover letter and resume to amalay@ambassadoradvisors.com. In your cover letter, please include a response to the following questions:

Apply Now