Job Summary
A financial services company has a current position open for a Telecommute Central Relationship Manager in Houston.
Must be able to:
- Help support and consult clients who have a managed portfolio
- Educate clients on an ongoing basis regarding asset allocation
- Perform other tasks as needed
Qualifications for this position include:
- Strong verbal and written communication skills
- Strong technological acumen and comfort with learning how to use new tools
- Have robust time management and organizational skills
- Bring a comprehensive understanding of tax and retirement issues