Wealth Client Service Specialist for HNW Families
Versant Capital Management, Inc.
A multi-family office in Phoenix is seeking a Client Service Associate to provide essential support to wealth advisors and improve client satisfaction for high-net-worth clients. Your role will involve coordinating communications, preparing important documents, and managing client records. Ideal candidates will have a Bachelor’s degree in finance/business and over 2 years of client service experience. The position offers competitive salary and benefits, emphasizing integrity and collaboration within a high-performing team. #J-18808-Ljbffr
Vacancy posted 3 days ago
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