PB
PBridge

Client Relationship Manager

Cain Watters & Associates, LLCFrisco, United StatesPosted 4 days ago

About the role

Summary/Objective Reporting to the Financial Planner, the Client Relationship Manager serves as the primary relationship coordinator and trusted point of contact for a select group of high-net-worth clients, delivering a highly personalized service experience through proactive communication, thoughtful coordination, an…

Full details and requirements are on the company's own posting.

Have PBridge apply for me

Listing sourced from the employer's own careers page via recruitee. Removed automatically once the employer closes it. Employer: if you'd like this listing removed, email hello@pbridgeco.com.