Primary responsibility will be to oversee all client operations to enhance those relationships and assisting the Managing Partners in a wide range of projects related to business operations, client management, and marketing. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with the Financial Advisor team, as well as, new and existing clients. The CRM will be working closely with the Administrative Assistant and the two partners. Please email angela@tortugawealth.com or call 310.906.0517.
Dec 31, 2020