Senior Financial Relationship Manager

3 weeks ago


Austin, Texas, United States Solana Talent Group Full time
Key Responsibilities
  • Inbound Inquiries: Field and respond to inquiries from CPAs, RIAs, financial advisors, and individual clients, providing timely and accurate information.
  • Onboarding New Partners: Manage the onboarding process for new partners, ensuring a seamless transition and integration into our systems and processes.
  • Client Engagement: Speak directly with clients and their teams to discuss tax savings strategies, offering personalized solutions and support.


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