Wealth Management Relationship Expert
1 day ago
We welcome a diverse pool of applicants from various backgrounds to apply for the Wealth Management Relationship Expert position with Transcend Practice Management.
About the OpportunityThis role requires a highly skilled and detail-oriented individual with a passion for delivering exceptional client experiences.
The ideal candidate will have a strong background in financial services, with at least 4-6 years of experience in the industry, including 2 years in client service administration.
The estimated salary for this position is around $86,000 - $91,000 based on experience.
Your responsibilities will include:
- Liaising directly with clients to understand their concerns, schedule client meetings and reviews, and enhancing client relationships through outstanding service.
- Prioritizing Principals' time, initiatives, and mental energy by acting as the point of contact for the Principals regarding client concerns.
- Managing technology for the Principals' brand and reputation via social media platforms.
We offer a dynamic work environment, opportunities for growth and advancement, and a commitment to delivering exceptional client experiences.
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