Client Relationship Director - Boston
2 weeks ago

This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.
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Qualifications
- Bachelor's degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
- Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
Responsibilities
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You'll serve as the primary contact for clients and their advisors...
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You'll drive business development by attending industry events...
,Job description
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