SUMMARY:
Client Relationship Manager ( Private Wealth Planning)POSITION INFO:OverviewSeeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interaction with brokers while retaining, renewing and building relationships. The Client Relationship Manager may further be required to support brokers in their interactions with underlying clients or client advisors.Qualifications & Skills
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