Client Relationship Manager
Company: Ambassador Advisors LLC
Location: Lancaster
Posted on: February 15, 2020
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Job Description:
Ambassador Advisors, a Christian advisory firm, is currently
seeking a full- time Client Relationship Manager with a minimum of
three years experience in finance and investments. The person in
the position provides key support to clients and financial
advisors. Series 7 and 66 broker licensing required (currently have
or achieve within three months of hire). The position would be a
good fit for someone who is entrepreneurial, a team player,
proactive, tech- savvy, and detail-oriented. There is a high volume
of client phone calls to answer client questions relating to their
accounts and financial plan. There will be a low-to-medium volume
of client meetings. For the right candidate, this position offers a
rare opportunity for potential growth and control over your
compensation potential. To apply, please submit your resume with a
cover letter (required) to . Please include a response to the
following questions: * What are your hobbies and other interests? *
What excites you most about this position, and what do you hope to
accomplish, from a career standpoint, by taking this position? *
How do you feel you can contribute to our corporate mission and
values?
Keywords: Ambassador Advisors LLC, Lancaster , Client Relationship Manager, Executive , Lancaster, Pennsylvania
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