Advisor Relationship Manager - Client Success & Tools

FocusPoint Solutions

FocusPoint Solutions, a back office outsource partner for RIAs and independent advisors, is seeking a Relationship Manager (RM) to own advisor satisfaction and serve as the primary contact for inquiries and issues. This role requires building strong advisor relationships, guiding them through FPS tools, and coordinating with custodians to ensure accurate trade processing and paperwork. Ideal candidates have 3+ years in finance or related fields and 2+ years in client relationship management or #J-18808-Ljbffr FocusPoint Solutions

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Vacancy posted 4 days ago

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