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Client Relationship Strategist

Company: Westport One
Location: Indianapolis
Posted on: May 6, 2021

Job Description:

Client Relationship Strategist Our Client is a highly ranked Multi Family Office and an independent privately-owned RIA firm in the Midwest with over 25 billion in assets under advisement. They specialize servicing ultra-high net worth clients in over 35 states. As a fee-only firm their sole commitment is to serve each clients' best interests. They are looking for a Client Relationship Strategist to: --- Support the relationship and practice management activities of the Managing Director. --- Own the client onboarding experience from start to finish. --- Assist in establishing financial goals, recommendations, and strategies for servicing the client throughout the relationship. --- Coordinate with the Managing Director, Relationship Manager, and other support areas of the firm to deliver high level client service. Qualification: --- College Degree and 5+ years of industry experience --- CFP, CPA or a candidate for these designations --- High level of knowledge in personal financial planning concepts with the ability to read and understand legal documents Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions. Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business---. So, let's start building! Any inquiries relating to this ad will be kept confidential. To learn more about our organization please visit us at To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)
    • Fax resume with cover letter to . Attention: Kim Carlson. Please refer to job reference code JMS/Strategist NO CALLS PLEASE Job Requirements:Client Relationship Strategist

Keywords: Westport One, Indianapolis , Client Relationship Strategist, Other , Indianapolis, Indiana

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