Relationship Manager I (Morristown, NJ)

High School diploma or equivalent.  Bachelors degree preferred.

Five years of job related experience

Financial services industry required

Prior experience working in an office environment with a customer service focus helpful

Notary designation a plus

Eligible to pursue a CFP designation

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.  As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization.  You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.