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Client Relationship Manager
2 months ago
CLIENT RELATIONSHIP MANAGER
Direct Hire
Starting at $80k
Creative Financial Staffing, a prominent financial advisory firm, is seeking to expand its team with a CLIENT RELATIONSHIP MANAGER.
This role is pivotal in fostering strong ties within the community and contributing to the firm’s growth trajectory. You will collaborate with various businesses to enhance their financial health and stability.
Join a supportive team that values individual achievements and collective success.
KEY RESPONSIBILITIES OF THE CLIENT RELATIONSHIP MANAGER
- Engage with clients through audits, reviews, and compilations.
- Oversee a personal portfolio of accounts while guiding team members to meet their objectives.
- Build and nurture lasting client relationships.
- Bachelor's degree in Accounting or Finance
- CPA certification
- 5+ years of experience in public accounting
- Strong technical proficiency
