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Job Description
Client Relationship Associate
Location : Cockeysville, MD
An independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join their growing team as a Client Relationship Associate.
This position plays an important role in supporting Advisors and creating an exceptional customer experience for clients by bringing clarity and understanding to their financial lives.
Compensation : $65,000 yearly
$65,000 yearly
Responsibilities :
Qualifications :
About the Firm :
This dynamic and growing wealth management firm is focused on exceeding client expectations through a commitment to service grounded in core values.
Their goal is to create independence for clients and team members with a client-centric approach that brings urgency, success, clarity, and care to everything they do.
Their thorough, precise, and personalized process tailors and simplifies complex financial advice, working closely with clients as trusted advisors to pursue goals and create financial independence.
They prioritize education to ensure clients understand their investment processes and strategies, as these important financial decisions directly impact their lives.
Join the team and contribute to their mission of delivering exceptional service and financial clarity to clients.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.
We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to [email protected]
Full Time
Business Services
$114k-147k (estimate)
07/04/2024
09/03/2024
ultimatestaffing.com
ORANGE, CA
500 - 1,000
2012
ADAM ROTH
<$5M
Business Services
Ultimate Staffing provides administrative, clerical, customer service and light industrial staffing services on a project or full-time basis. We are the preeminent staffing services company, recognized as a creative industry leader, equally fulfilling the diverse needs of our customers, Ambassadors and coworkers.