Job Abstract

Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. Essential Duties & Responsibilities Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. C... more details

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