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Client Relationship Manager
Job SummaryThe Relationship Manager works with the President to help clients achieve their long-term financial goals. Is the primary person for opening and transferring in accounts, serves as the receptionist, manages all client service calls as it relates to money movement, and maintains compliance files. Principal Duties and ResponsibilitiesManages all traffic through the front doorPrimary person to answer the phone and maintains appropriate office voicemailManages account transfers paperwork and
Wildes Financial Strategies