Rancho Cordova, California, CA
Client Relationship Professional Up to $30/hour Rancho Cordova, California. Are you a high-level administrative professional with a desire to have an integral, client-facing role within an organization? We are seeking a Client Relationship Professional on behalf of our client – a successful investment management and financial planning firm located in Rancho Cordova. This critical role is not a sales position. As the Client Relationship Professional, you will apply your exceptional administrative skills to support the firm’s financial advisors and act as the hub for all client contact including: onboarding and managing client information, preparing for client meetings, follow up actions with clients as needed, and reporting to advisors upon completion. Once established, you will be the ‘go to person’ when your designated clients communicate with the firm. If we just described your dream job, we want to meet you!