What are the responsibilities and job description for the Client Success Associate position at Wealth Managers, LLC & Wealth Managers of Florida, LLC?
Qualifications and Skills
- Strong analytical skills and finance experience.
- Excellent client services and communication skills.
- Exceptional organizational skills with the ability to manage multiple tasks and deadlines.
- Familiarity with Redtail or similar CRM software.
- Detail-oriented with a strong focus on accuracy and compliance.
- Ability to work collaboratively within a team environment while also being self-motivated.
