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Remote Senior Financial Client Success Advisor

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Fri, Sep 10, 2021
Job Category: Account Management
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial services company is searching for a person to fill their position for a Remote Senior Financial Client Success Advisor.

Candidates will be responsible for the following:

  • Conducting external portfolio reviews
  • Collaborating with our operations and service teams
  • Analyzing outside assets to discuss/present additions opportunities

Required Skills:

  • Strong advisory background with proven sales success
  • Strong communication skills
  • Either a demonstrated understanding of our service model or a strong willingness to learn

COMPLETE JOB DESCRIPTION

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