Client Relationship Associate
2 weeks ago
Responsibilities:
* Learn from top advisors and identify financial planning needs and solutions.
* Prepare for client meetings and ensure everything is ready.
* Participate in client meetings, taking notes and tracking next steps.
* Follow up with clients to ensure smooth progress.
Requirements:
* Bachelor's degree in business administration or related field.
* 5+ years of experience in a professional office setting.
* Proven track record of exceptional organizational skills, professionalism, discretion, and confidentiality.
* Proficiency in MS Office and QuickBooks. Advanced MS Excel skills.
* Excellent written and oral communication skills.
If you are interested in this opportunity or future roles in your area, please send a Word-formatted resume. We will reach out to you when opportunities match your geography and experience. All inquiries are confidential, and your information will not be shared without your approval.
The Richmond Group USA is an equal opportunity employer and welcomes applications from all qualified candidates.
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