Client Relationship Specialist
Rea
Dublin, ohio
About Investment Partners!
With more than 25 years in business and five physical locations in Ohio, Investment Partners, LTD is a wealth management organization with a seasoned team of professionals looking for a client relationship specialist to join our growing team.
Job Summary
The Client Relationship Specialist is responsible providing a professional experience that supports the advisor-client relationship and promotes the firm’s reputation within our marketplace. Paramount to this is providing detail-oriented client service work with exacting standards. It will require independent problem-solving skills from someone who accepts the challenge to work in a demanding, fast-paced environment without sacrificing any standard of accuracy. The specialist must be passionate about helping to support an already evolving wealth management practice and understands their role is vitally important to the success of the clients and...