Client Success Associate - Wealth Management Support

Orgel Wealth Management, LLC

Orgel Wealth Management, LLC is seeking a Client Service Associate to deliver exemplary client service, support advisors, and manage routine account maintenance. The CSA acts as a key liaison between clients and Relationship Managers, handling inquiries with accuracy and care. The role emphasizes responsiveness, confidentiality, and collaboration within a fast-paced wealth management team. #J-18808-Ljbffr Orgel Wealth Management, LLC

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Vacancy posted 2 days ago

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