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CLIENT RELATIONSHIP MANAGER (WEALTH MANAGEMENT)

Effectively communicate with clients to address inquiries, gather necessary information, and ensure timely processing of account related requests. Perform high-priority administrative tasks, such as account opening, processing tra...

CompanyOld Port Advisors
AddressPortland, ME
CategoryReal Estate
Salary$53.8K - $68.2K a year
Job typeFull-time
Date Posted a month ago See detail

Client Relationship Manager (Wealth Management)

Old Port Advisors

Portland, ME

$53.8K - $68.2K a year

Effectively communicate with clients to address inquiries, gather necessary information, and ensure timely processing of account related requests. Perform high-priority administrative tasks, such as account opening, processing tra...