Wealth Distribution Strategies is interested in candidates who share our mission to make a difference in the lives of our clients and team members.
Client Support Coordinator
In this role, you will be the first person that staff, clients, and visitors see as they enter our office, so it is essential to create a welcoming atmosphere. You will also complete receptionist tasks, such as answering phones, preparing outgoing mail, and setting appointments for our Financial Advisors. Once you become familiar with our needs and client base, you may be asked to help us with additional administrative tasks.
Job Description
Please email your cover letter, resume, and salary requirements to info@wdstrategies.com
Client Relationship Manager
Client Relationship Manager builds and maintains relationships with clients and Financial Advisors. Day-to-day responsibilities include preparing and summarizing client meetings, working with Financial Advisors to support sales functions, and frequent client contact, typically by phone and email but could be in-person to resolve client inquiries.
Job Description
Please email your cover letter, resume, and salary requirements to info@wdstrategies.com
