Private client relationship manager (livonia, mi)
LivoniaCitizens
...Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc. • Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc. • Leverage Salesforce CRM tool to document client [...]
Category Banking, Insurance, Finance & Accountancy / Sector