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Client Relationship Manager

Company: Ambassador Advisors LLC
Location: Lancaster
Posted on: February 15, 2020

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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