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Duties include preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.
A rare opportunity to learn theory and practice details of a financial advisory practice and valuable experience in managing client relationships.
As a Sr. Client Success Manager, you will be responsible for working directly with our amazing clients to bring them onboard at Facet Wealth.
Gain comprehensive experience with fast-growing $350M AUM financial planning practice. Multiple opportunities for advancement.