We believe in differentiating our capital.
United Capital of Bethesda, formerly Zirkin-Cutler Investments, manages wealth for individuals, families, small businesses, trusts, endowments, corporate and family foundations, and retirement plans utilizing individual equities and bonds. Our objective is to provide each and every client with a unique and transparent portfolio that is catered specifically to their individual needs. Our process opens the lines of communication between financial adviser and client, a practice which ensures that we provide the greatest possible service.
As an important member of United Capital Financial Advisers, Inc., the Relationship Manager acts as the secondary point of contact for assigned clients. This individual is responsible for the monitoring of the relationship ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner.
This position requires a pro-active approach and ability to independently carry out the duties of the position. The ability to effectively manage time and multi-task with attention to detail is critical to this role. Must have great client service skills, be a pro-active, confident person with excellent organizational skills, with a ‘can-do’ attitude, have good time management skills and be flexible in a fast paced and changing environment.
This position requires a seasoned and motivated person. The ideal candidate should exhibit high standards, good judgment, and an ability to take initiative, and prioritize daily tasks with minimal oversight.
Client Relationship Management:
Professional Growth & Development:
Experience and Education:
Skills and Knowledge:
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