Found Description
Elevate your career at RFL Wealth Management as a Client Relationship Advisor. This proactive role blends relationship-building, pipeline management, and client engagement with a focus on exceptional service.
In this dynamic position, you will serve as the linchpin of the client journey, driving momentum and maintaining relationships. Ideal candidates possess strong communication skills, enjoy engaging with others, and are highly organized. You will conduct warm outreach, coordinate client onboarding, and support event follow-up to ensure a seamless client experience.
Key Responsibilities:
• Conduct warm outreach to prospective clients
• Build rapport and maintain communication with clients
• Schedule and coordinate Intro Calls
• Conduct reminder calls and follow-ups
• Maintain accurate CRM updates and pipeline movement
Requirements:
• Degree in Business, Finance, or related field
• Minimum 3 years in client experience or sales
• Experience with CRM sys...
In this dynamic position, you will serve as the linchpin of the client journey, driving momentum and maintaining relationships. Ideal candidates possess strong communication skills, enjoy engaging with others, and are highly organized. You will conduct warm outreach, coordinate client onboarding, and support event follow-up to ensure a seamless client experience.
Key Responsibilities:
• Conduct warm outreach to prospective clients
• Build rapport and maintain communication with clients
• Schedule and coordinate Intro Calls
• Conduct reminder calls and follow-ups
• Maintain accurate CRM updates and pipeline movement
Requirements:
• Degree in Business, Finance, or related field
• Minimum 3 years in client experience or sales
• Experience with CRM sys...
Ready to Apply?
Submit your application for Client Relationship Advisor at RFL Wealth Management at RFL Wealth Management
Apply Now