Client/Customer Relationship Manager recruitment
This Client/Customer Relationship role offers atremendous growth opportunity within a growing company. The incumbent must have a CFP of CPA, or be near completion of their CFP and/or CPA designation and will work closely with two of the firm’s senior investment advisors and will be the liaison in the day-to-day management of advisor’s client relationships and will ensure that client needs are fulfilled to the fullest extent. The firm’s environment is very fast-paced and the ability for this candidate to prioritize and to complete jobs within the required timeframe is essential.The ideal candidate Read more […]