amongst others be responsible for: Client Relationship Management Collaboration with Tax Advisors, Fiduciary
(internally). • Ad-Hoc call audits. • Client Relationship Management: Build and maintain positive relationships
(internally). • Ad-Hoc call audits. • Client Relationship Management: Build and maintain positive relationships
financial freedom is closer than you think Client Relationship Management: Build and maintain strong relationships and building lasting client relationships. Organizational Skills: Ability to manage multiple clients and
financial freedom is closer than you think Client Relationship Management: Build and maintain strong relationships and building lasting client relationships. Organizational Skills: Ability to manage multiple clients and
evidence. Develop and sustain exceptional client relationship management. Complete reporting tasks within the
technology solutions. Client Meetings and engagement, Customer Relationship Management updates, Building
client satisfaction. Responsibilities: Client Relationship Management Establish and maintain strong relationships
and organizational needs. Internal Client Relationship Management Collaborate with finance and relevant
experience in business development and client relationship management, demonstrating sound business judgement