What are the responsibilities and job description for the Client Relationship Manager position at Return On Life Wealth Partners?
Key Responsibilities
- Support advisors in the day-to-day care of clients' financial and investment needs
- Prepare meeting materials as needed
- Independently handle routine service matters pertaining to individual and corporate clients accounts managed by our firm
Required Skills and Qualifications
- Bachelor's Degree, ideally in finance or accounting
- Experience in the wealth planning industry
- Experience with Compliance work in the financial industry a strong plus
