AccountingProfessional Service

    About Us

    At MBE CPAs, our goal is to provide you with financial confidence to spend more time doing what you love.


    Customer Relationship Manager
    Category: Customer Services
    Customer Relationship Manager (CRM) Full Time -Non Exempt -Entry Level Position Reports to the Financial Advisor they work with and/or Executive Assistant   This team member will provide operational support to the Financial Advisor (FA) and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to ...read more
    Contact: Mike Pruitt, CFP®,RICP®
    Phone:(608) 478-2873
    Fax:(608) 837-3186