Client Relationship Manager
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Raymond James
El Dorado 67042
Essential Duties and Responsibilities+ Manage and deepen client relationships with effective communication and personalized attention in every interaction+ Support the firm's growth+ Enter trades, orders, and rebalances as requested+ Schedule, attend, and facilitate client meetings+ Manage referrals effectively+ Prepare financial reports, spreadsheets, and other materials for client meetings+... |
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a day ago
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