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Client Relationship Manager

2 months ago

Bellevue, United States B.O.S.S. Retirement Solutions and Advisors Full time

Job Overview:


B.O.S.S. Retirement Solutions and Advisors is on the lookout for a dedicated Investment Advisor Representative to join our dynamic team. This role offers the chance to engage directly with potential clients generated from seminars and referrals, as well as our existing clientele.

We encourage all interested candidates to thoroughly review the details of this position before submitting an application.

There is no requirement for marketing or prospecting in this role.

Key Responsibilities:

  • Build and nurture client relationships.
  • Deliver exceptional client service, prioritizing the needs of clients.
  • Engage with leads and existing clients to provide tailored financial advice.

Ideal Candidate:
The successful candidate will possess a passion for relationship-building and a commitment to follow-through, ensuring that client satisfaction remains at the forefront of all interactions.