Relationship Management Specialist
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 firstname.lastname@example.org – 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!