Attend all client events with Financial Planning Partners (when required). Host and entertain clients at marketing marketing events. Function as a primary point of contact for clients in the financial planning process
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients
client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management Assisting Financial Planning Partners at client events. Function as a primary point of contact for clients