Client Relationship Associate

Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Essential Functions: Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns. Actively work to meet and anticipate the needs of the Advisor…