Client Experience Lead, Financial Services
Fiduciary Alliance
Parallel Financial, backed by Fiduciary Alliance, is seeking a client-focused professional to deliver exceptional client experiences across calls, emails, and in-person interactions. The role emphasizes onboarding, account administration, CRM data integrity, and rigorous compliance in a fiduciary, fee-only environment. You will collaborate with advisors and custodians to resolve issues, enhance engagement, and drive service excellence while maintaining organized records and accurate #J-18808-Ljbffr Fiduciary Alliance
Vacancy posted 1 day ago
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