PowerToFly
A financial services firm in Miami is seeking an experienced Investment Relationship Officer to lead client onboarding and account opening efforts. The ideal candidate will possess 3-7 years of relevant experience, particularly in wealth management. Strong analytical skills and the ability to manage multiple deadlines are essential. The role also involves collaborating with various teams to enhance client experiences and ensuring compliance with regulations. Competitive salary and comprehensive employee benefits offered.
#J-18808-Ljbffr