What are the responsibilities and job description for the Client Liaison Professional position at Return On Life Wealth Partners?
At Return On Life Wealth Partners, we are committed to delivering exceptional financial services to our clients. As a Client Liaison Professional, you will play a critical role in shaping the future of our firm by providing top-notch support to our advisors and helping them achieve their goals.
About the Role
We are seeking a highly motivated and organized individual who can independently handle routine service matters pertaining to individual and corporate client accounts managed by our firm. The successful candidate will be responsible for preparing meeting materials, ensuring all records follow financial regulations and laws, and processing insurance submissions.
In addition to these key responsibilities, the ideal candidate will have a strong understanding of compliance work in the financial industry and proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze, and E-Money.
We value professionals who are proactive, self-motivated, and passionate about helping clients pursue their unique life goals. If you're looking for a career opportunity that offers competitive benefits, ongoing training and mentoring, and a culture that values hard work, fun, community service, and family, we encourage you to apply.
