Client Relationship Manager

Silver Spring Wealth Management, a division of Northwestern Mutual, provides personalized comprehensive financial plans tailored for each individual. Specializing in investments, retirement planning, and estate planning, we emphasize the importance of a strong financial foundation. We prioritize long-term relationships and exceptional client service.

Overview Silver Spring Wealth Management is seeking a Client Relationship Manager for a full-time hybrid role. The role involves managing client relationships, providing financial guidance, and addressing client inquiries. This position is located in New Canaan, CT, with the flexibility to work from home.

Role Description This is a full-time hybrid role for a Client Relationship Manager at Silver Spring Wealth Management. The Client Relationship Manager will be responsible for managing client relationships, providing financial guidance, and addressing client inquiries. This role is located in New Canaan, CT, with the flexibility to work from home.

Qualifications

Strong interpersonal and communication skills

Ability to analyze financial data and provide recommendations

Customer service and relationship management skills

Organizational skills and attention to detail

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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