WM Client Relationship Consultant
WM Client Relationship Consultant - Charlotte
The 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. Any limitation placed on that team has the potential to upset the balance of resources and potentially expose the client to an experience which is not up to par with the highest standards that our organization expects, and our clients have come to appreciate.