WM Client Relationship Consultant

WM Client Relationship Consultant – CharlotteThe Client Relationship Specialist is responsible for financial relationship management, client touchpoints and service to our most influential and valuable resource, our Wealth Management clients. As a critical member of the Wealth Management Advisory Team (along with our WMA’s, AWMA’s), the CRS is an essential resource and ensures that our WMA’s/AWMA’s can focus their time in building and strengthening relationships. The Tier structure, of which the CRS is an integral part of, is in place to ensure a balanced approach to add value for our WM clients. Read more […]

December 4, 2011 • Tags: , , • Posted in: General • Comments Off on WM Client Relationship Consultant