Paraplanner / Client Relationship Manager
South Africaonsitemanager
Posted today · via Lever
About this role
About the Role We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing US-based wealth management firm. This is a full-time remote position where you'll play a key role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience while taking ownership of day-to-day planning and relationship management responsibilities. This is an excellent opportunity for someone with financial planning experience who enjoys working directly with clients and wants to become an integral part of a growing advisory practice. Key Responsibilities ● Act as the primary point of contact for client service enquiries. ● Build and maintain strong relationships with clients through phone, email and virtual meetings.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in South Africa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included