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Position Summary: Client Relationship Associate
Landmark Wealth Management is a leading wealth advisory firm with offices in MN, WI and CA. We are seeking a Client Relationship Associate to join our growing team!
The Client Relationship Associate answers questions, provides solutions and proactively communicates to naturally deepen the client’s relationship with Landmark. They must possess excellent communication skills and be passionate about providing exceptional client service.
This is a key client-facing position, responsible for nurturing the client’s relationship with Landmark. The person in this role will be the primary contact for clients; in other words, they will be the face and voice of Landmark. Client experience is a top priority of this role, with client satisfaction, retention and engagement being key measures of individual and team performance.