CPS Inc
Summary
Growing wealth and retirement plan organization is looking for someone with several years of day-to-day operational experience in the financial industry who is ideally out of an RIA to oversee all aspects of workflow, reporting, client service, and overall business execution. If you believe yourself to be that person and are interested in joining a growing organization, please apply immediately. Compensation
$100,000-$120,000 Responsibilities
This individual would be responsible for all day-to-day financial operations including but not limited to relationship management, client implementation and onboarding, billing, invoicing, vendor management, compliance, work accuracy and efficiency, quality control, delegating tasks, providing accountability, and executing daily projects as they arise. This person will be the bridge between the advisors and clients and insure transactions and communication flow affectively. Related Jobs
Retirement Plan Client Relationship Manager, Dallas, TX DCIO External Wholesaler, Chicago, IL DCIO External Wholesaler, Rockford, IL
#J-18808-Ljbffr
Growing wealth and retirement plan organization is looking for someone with several years of day-to-day operational experience in the financial industry who is ideally out of an RIA to oversee all aspects of workflow, reporting, client service, and overall business execution. If you believe yourself to be that person and are interested in joining a growing organization, please apply immediately. Compensation
$100,000-$120,000 Responsibilities
This individual would be responsible for all day-to-day financial operations including but not limited to relationship management, client implementation and onboarding, billing, invoicing, vendor management, compliance, work accuracy and efficiency, quality control, delegating tasks, providing accountability, and executing daily projects as they arise. This person will be the bridge between the advisors and clients and insure transactions and communication flow affectively. Related Jobs
Retirement Plan Client Relationship Manager, Dallas, TX DCIO External Wholesaler, Chicago, IL DCIO External Wholesaler, Rockford, IL
#J-18808-Ljbffr