Hybrid Client Relationship & Planning Associate
EPC Eneric Petroleum Corp.
BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors in a hybrid Phoenix office. You will prepare reports and meeting materials, join client meetings, take notes, summarize next steps, and help with follow‑up. You will keep client work moving by tracking tasks, deadlines, and outstanding items, review client presentations, and assist with trading activity and billing reporting while supporting high‑quality #J-18808-Ljbffr EPC Eneric Petroleum Corp.
Vacancy posted 1 day ago
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