Description
Sapient Private Wealth Management is hiring a Client Relationship Manager for its Eugene office to work closely with Wealth Managers on client service, onboarding, account administration, investment implementation, and wealth planning support for high-net-worth clients. The role requires strong communication, organization, analytical ability, and knowledge of financial concepts, with a bachelor's degree required and Series 65 licensure expected within the firm's timeframe if not already obtained. Compensation includes a $65,000 to $70,000 annual base salary plus potential bonus and benefits such as medical, dental, vision, life insurance, and 401(k).
