Client Advisor, Dental Segment
Aprio · Other
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- Client & Relationship Management
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- Full Time
The Client Advisor (Manager) serves as the primary relationship owner for a portfolio of approximately 60–75 clients, acting as a strategic partner to drive business performance and long-term client success.
This role extends beyond traditional accounting, requiring the ability to deeply understand each client’s business, financial position, tax considerations, and strategic goals, and translate that understanding into actionable guidance.
The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.
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