Client Service Coordinator
Default Brand
Default Brand seeks a detail‑oriented Wealth Management Support Specialist to assist advisors with client servicing and the execution of financial plans in a fast-paced environment. You will prepare client files, maintain compliance records, and support onboarding for new investment and insurance clients while ensuring data accuracy in planning tools and CRM systems. Strong communication and collaboration skills are essential. #J-18808-Ljbffr
Vacancy posted 6 hours ago
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