Client Relationship Strategist
Company: Westport One
Location: Indianapolis
Posted on: May 6, 2021
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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:
Keywords: Westport One, Indianapolis , Client Relationship Strategist, Other , Indianapolis, Indiana
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