Client Relations Manager
The Virtual Bench
The Virtual Bench in San Antonio is seeking a Client Relationship Manager to serve as the main link between clients, wealth managers, and internal teams. You will help manage accounts, prepare confidential materials, and coordinate investor outreach while supporting executives with resource alignment. Ideal candidates bring extensive client management and investment experience, strong service skills for high-net-worth clients, and proficiency with CRM tools and Microsoft Office. #J-18808-Ljbffr
Vacancy posted 3 days ago
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