Friday, August 13, 2021

Full-Time Relationship & Sales Coordinator Position in NJ

 

Revolve Wealth Partners is seeking a Relationship & Sales Coordinator to work directly with the co-founder in efforts to enhance the firms’ client experience by providing exceptional service and operational support. This person is responsible for assisting in the development and maintenance of new and ongoing relationships. They are currently 100% remote but are looking for a candidate who's planning to reliable commute or relocate to Hackensack, NJ.


Responsibilities: 

  • Perform sales assistance alongside the co-founder to uncover opportunities and offer solutions to clients
  • Manage and facilitate daily reporting internally and prepare and distribute externally reporting to clients
  • Schedule and prepare review meetings with the team, including all presentation materials and follow up items
  • Perform administrative duties
  • Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed


Requirements: 

  • Bachelor’s degree
  • 3+ years of professional experience
  • Experience working with a financial custodian with knowledge of procedures, paperwork requirements, and technology (internal systems and client website) is preferred
  • Proficient with Microsoft Word, Outlook, Excel, and PowerPoint


Supplemental Pay:

  • Commission pay

 

Interested? Apply on Indeed.com