Job Description
Job Description
Client Relationship Associate
A well established local company is looking to add a Client Relationship Associate to their growing team. They are seeking someone with client facing wealth management/financial planning experience.
Qualified candidates will have experience with most of the following:
- Be the main contact for an assigned book of client households, proactively building relationships
- Support a lead advisor in client and prospect meetings on planning, life events, and investments
- Coordinate with planning, tax, and investment teams for a seamless client experience
- Keep thorough records and follow-through in Salesforce
- Get support to earn your CFP® (optional)
- FINRA licensing required
- Strong ownership and proactive communication in a process-driven environment; CRM experience preferred
To apply, please send your resume to .
Please add me on LinkedIn and I look forward to connecting with you!
Josh Zeloyle
www.libertyjobs.com
610-684-8676
https://www.linkedin.com/in/joshuazeloyle/
#libertyjobs
\nCompany Description
Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!
Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.
Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:
Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.
Company Description
Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.