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Client Relationship Manager
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- Join Foundations Invest Advisors - Client Relationship Manager
- About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 financial advisors nationwide.
- Position Overview: We are currently seeking a motivated and skilled Client Relationship Manager.
- Develop and maintain trustworthy relationships with advisors, ensuring top-notch customer service and robust back-office support.
- Communicate investment instructions to our trading team and ensure document accuracy.
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