Client Advisory Services Maestro - Transform Client Experiences and Elevate Financial Strategies
Employer
Wertz York Capital Management
Salary
$80k-$100k (estimated pay)
Location
Tampa, FL
Employment Type
Full-time
Сategory
Financial Advisors
Description
Fast-paced client advisory services role providing exceptional service and collaborating with diverse financial professionals in a growth-oriented organization.
Qualifications
- 5-7 years in a similar role
- Bachelor's degree in Business Administration or Finance
- Excellent analytical and organizational skills
Responsibilities
- Provide exceptional client service support
- Develop effective communication platforms for clients and staff
- Oversee production of marketing materials
Education
Bachelor's degree in Business Administration, Finance or related field; prior investment & marketing experience desired
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