Direct message the job poster from Caldera Wealth Management Group
Joe Caldera, CFP®, CKA®, CRPS®
CERTIFIED FINANCIAL PLANNER™ practitioner at Caldera Wealth Management
The Client Relations Director plays an important role in setting the tone for the organization. As the first and last person clients see in the office, the Client Relations Director is instrumental in ensuring clients have a positive experience by being professional, caring, and genuinely interested in making others feel supported and valued. The Client Relations Director is also responsible for the day-to-day back-office details and plays a crucial role in the smooth functioning of the office.
Employment type
Full-time
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