Justine Arcangel
Client Relations Manager | Equitable
- Role
- Client Relations Manager at Equitable
- Location
- Mount Laurel, NJ, US
- LinkedIn followers
- 500 followers
About Justine Arcangel
Results-driven recruiter and client relations professional with 6+ years of experience in…
Experience
Client Relations Manager
Sep 2025 — Present
Act as primary relationship manager for institutional and retail clients, delivering high-touch service and strategic account support. • Oversee client onboarding, account administration, and regulatory compliance (FINRA, SEC, AML/KYC), ensuring operational efficiency and risk mitigation. • Partner with financial advisors, trading desks, and operations teams to facilitate trade execution, resolve service issues, and support investment strategies. • Monitor client portfolios and transactional activity to identify cross-selling opportunities, manage risk exposure, and enhance client retention. • Provide product education, and investment insights to clients, supporting informed decision-making and portfolio growth.
Education
Kaplan University
Certified Medical Assistant
2011 — 2012
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