Client Relations & Growth Specialist
Chase
Retirement Income Source, a Sound Income Group company, is seeking a Client Relations Representative to drive appointment generation, support advisor growth, and deliver an exceptional client experience. You will convert warm leads, support onboarding, and maintain outreach activity that contributes to firm growth. In this role, you will perform outbound client outreach, coordinate workshops and events, manage CRM data, and collaborate with Advisors to enhance client engagement and outcomes. #J-18808-Ljbffr Chase
Vacancy posted 18 hours ago
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