Client Relations Specialist
Modern Wealth Management
Modern Wealth Management in Monterey, CA is seeking a Relationship Manager to support financial advisors by handling client onboarding, account maintenance, and cross-team coordination to deliver a client-centric experience. The role emphasizes compliance and accurate CRM data, ensuring timely service delivery and accurate reporting. Requirements include a Bachelor’s degree and a Series 65 license, with CFP designation a plus; prior client-facing experience in wealth management is highly #J-18808-Ljbffr
Vacancy posted 2 days ago
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