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Relationship Management

2 Total Result(s)

CFP - Client Relationship Manager

West Capital Management

US - PA - Philadelphia

Qualifications: •Bachelor’s Degree •Preferred completed or near completion CFP Designation; or preferred CPA or near completion of CPA Designation •Experience in a financial services or broke...
Apr-27-2012 - save job - email

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Office Manager

Confidential

US - CT - New Haven

Familiarity with investments, office program skills, computer skills, organizational skills, pleasant manner, collaborative style, full time position. Looking to hire person to manage office including...
Apr-17-2012 - save job - email

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