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First State Bank of the Florida Keys

Miramar, Florida

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DBS Bank Limited

Singapore, Singapore

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Morgan McKinley

Hong Kong,

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PIMCO

Newport Beach, California

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Selby Jennings

Boston, Massachusetts

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Bank Of China (Hong Kong) Limited

Hong Kong,

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Regions Bank

Pensacola, Florida

State Street Corporation

Sydney, Australia

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Harvard University Business School

USA - MA - Boston

Deutsche Bank

San Francisco, California

Bank Of China (Hong Kong) Limited

Hong Kong,

Deutsche Bank

London, United Kingdom

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Client Relationship Manager
Help conduct the smooth operation of a fast-paced and friendly financial planning office. The intent of this position is to help create capacity allowing the advisor to focus more time and energy on serving clients well and growing the practice. You will be instrumental in managing basic practice functions and nurturing client relationships. You will assist in daily business operations such as scheduling, answering phones, maintaining files, greeting clients, and coordinating events. Starting Pay Range: $40,000-$70,000 (based on experience and licensing) Other Benefits: Flexible hours Potential to work part-time from home (after completed training) Access to employer-subsidized medical/retirement benefits Business casual work environ


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