Job Details
Company Description
Saos Capital, LLC is a Registered Investment Advisory (RIA) firm offering fiduciary fee-based services based on assets under management. The firm is located in Mt Pleasant, SC.
Role Description
This is a full-time on-site role for a Client Relationship Manager. The Client Relationship Manager will be responsible for maintaining relationships with clients, understanding their needs, and ensuring that the team is working efficiently to help clients reach their goals. The Client Relationship Manager will also be responsible for developing new business processes, answering client questions and phone calls, and providing top notch customer service to a diverse set of clients.
Qualifications
- Excellent communication and interpersonal skills
- Acute attention to detail
- Ability to multitask and shift between job functions quickly
- Experience in the financial services industry
- Experience with investment products and services
- Ability to work independently and within a team
- Bachelor's degree in Business Management, Finance, Economics or related field