Client Relationship Specialist
Wealth Trac Financial LLC
Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service. The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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