Job Summary
A financial services company is searching for a person to fill their position for a Telecommute Financial Client Relationship Consultant.
Candidates will be responsible for the following:
- Having close Interaction with Operations team working closely on daily processing and questions
- Ensuring best practices used across clients
- Backing up structure for client coverage
Position Requirements Include:
- BS Degree or equivalent experience
- 5+ year’s experience in Retirement Plans
- MS Office with strong Excel