Relationship Management Specialist

Remote, California


Relationship Management Specialist – San Diego, CA – Consulting

Are you looking to take your career in Financial Services to the next level? If so, this may be one of your best chances to prove yourself! A nationally known company in San Diego is looking to add someone who’s a quick learner, ambitious, and a great communicator. A background in project management or client facing roles will help you succeed in this role. Please read below for more information!

What you’ll do:

  • Manage administrative tasks in Salesforce

  • Analyze high volumes of data on Excel

  • Provide phone support to financial advisors 

Who you are:

  • Bachelor’s degree in Finance, Economics, Business or related field

  • Salesforce or other CRM required

  • At least 1 year of experience in Financial Services

What to do now:

Please send your resume to Anne Oyales at – we'd love to hear from you! 


We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!


Proven Recruiting