What are the responsibilities and job description for the Client Relationship Manager for Wealth Services position at Amon & Associates?
Key Responsibilities
- Lead client meetings, document decisions and action items, and coordinate follow-up with other staff and clients to ensure deadlines and quality control standards are met.
- Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis and recommendations to Managing Partners.
- Work closely with internal and external wholesaling and strategic partners as well as centers of influence.
