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Senior Client Relationship Manager - Financial Planning

SMH Group, Sheffield, TX, United States


A leading financial services firm located in Sheffield, Texas, is seeking a Client Relationship Manager to join their advisory team. This role involves advising clients through both remote and face-to-face interactions, conducting due diligence and ensuring efficient service delivery. Ideal candidates will have over 5 years of Financial Services experience and hold relevant qualifications. Competitive salary and benefits are part of the package. #J-18808-Ljbffr