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Client Relationship Manager
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$45,000 - $60,000 a year
Full-time
- PV Financial Group is seeking a local, community-minded and driven individual to join our growing financial planning firm.
- This individual will be responsible for building and maintaining client relationships with the goal of retaining existing customers and driving firm growth.
- Prep advisor for client meetings and greet clients upon arrival to the office.
- Update the advisor and/or your manager as needed until all tasks are complete.
- Use CRM system efficiently to schedule client meetings, track client personal information and interests.
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