Tavares | Winter Park | The Villages

Client Relationship Manager (CRM)/Advisor Assistant – Tavares, Winter Park or The Villages FL Office

Office Location – Tavares, Winter Park or The Villages FL.

Job Summary:

The Client Relationship Manager/Advisor Assistant is responsible for a wide variety of office support duties. The CRM assists team members in preparing for client meetings and ensures aspects of client accounts are properly maintained. He or she must be an organized, efficient, and detail-oriented individual who can perform daily office tasks in a fast-growing and fast-paced environment. This person must have a passion for providing ongoing service and support to clients that exceeds expectations.

Click here to see full job description, duties and qualifications for this position that can work out of our office in Tavares, Winter Park or The Villages, Florida.

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