Client Relationship Manager

3 days ago


Rochester, Minnesota, United States Carlson Capital Management Full time
Key Responsibilities
  • Leverage expertise to lead the management of medium-complexity existing client relationships, delivering high-standard advice and service.
  • Coach, mentor, and develop paraplanners in the advice team to enhance their skills and knowledge.
  • Support Senior Wealth Advisors on select client cases to provide additional capacity and build new skills.
  • Contribute to CCM Advice processes, procedures, and the client experience.


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