Client Relationship Advisor at RFL Wealth

Enhance your client engagement skills as a Client Relationship Advisor at RFL Wealth Management. This role emphasizes relationship-building and proactive communication in a vibrant advisory environment.
RFL Wealth Management seeks a dynamic individual for this key role, central to the client journey. The ideal candidate excels at nurturing relationships, managing pipelines, and conducting follow-ups. Responsibilities include managing prospect communications and supporting conversion efforts within an entrepreneurial and growth-focused team.
Key Responsibilities:
• Conduct outreach to prospective clients after events
• Build rapport and consistent communication with prospects
• Schedule Intro Calls to maintain engagement
• Perform follow-ups to reduce no-show rates
• Maintain accurate CRM updates and track pipeline movement
Requirements:
• Degree in Business, Finance, or related field
• Minimum 3 years in sales or client relationship roles
• Experience w...