Wealth Client Management Consultant - Brentwood

Only for registered members Brentwood, United States

1 month ago

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Job summary

Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.

Responsibilities

  • BUILDs relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • SERVICES existing client relationships (including calling, meeting, corresponding)

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