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Relationship Manager/Client ServicesIn Confidence - Glendale, CA. Investment advisory firm with superior historical portfolio performance results spanning 23+ years has a challenging opportunity in the Client Services Department for a relationship management professional. This is a key position that allows the qualified candidate to interract with the firm's clients in a relationship management role. The firm has a national client base, and the clients' are a wide variety of institutional accounts. Communication, and travel are at the core of what this role entails as a servicer for the firm. The servicer meets with clients to review portfolio performance, etc. Clients are ERISA accounts, Taft-Hartley, hospital and insurance reserves, foundations, charitable institutions, corporations, and mutual funds. Ideal candidate is able to coordinate the delivery...originally from Geebo - More Tools...
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