Wealth Client Experience Specialist
Jambalaya Group
Calander Wealth is seeking an experienced Client Service Specialist to join our team. You will be a primary contact for client service needs, delivering a high-touch, responsive experience and building trust with clients through professionalism. The role involves account openings, maintenance, coordinating with custodians, preparing meeting materials, and supporting advisors with pre- and post-meeting workflows. Hybrid environment with in-office Monday–Thursday and remote Fridays. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 6 days ago
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