Director of Client Relations
Job Posting for Director of Client Relations at Kovalcik & Geraghty Wealth Partners
Job Description
Position Description
This is a full-time on-site role for the title of Director of Client Relations at our Bluffton, SC location. The Director of Client Relations will be responsible for assisting the firm's managing partner & maintaining strong client relationships.
Qualifications
Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.
Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.
Position Description
This is a full-time on-site role for the title of Director of Client Relations at our Bluffton, SC location. The Director of Client Relations will be responsible for assisting the firm's managing partner & maintaining strong client relationships.
Qualifications
- An entrepreneurial spirit
- Excellent organizational skills
- Must be very personable and exhibit problem-solving skills
- Proven track record in customer satisfaction and effective communication
- Fluency in Microsoft Word and Excel
Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.
Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Bluffton, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. Our focus is on helping clients accrue and protect wealth while assisting them in passing their values and legacy on to future generations. We believe in objective planning and are compensated for providing advice, not selling commission-based products.
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