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Wealth Client Experience Specialist

Right Executive Search, LLC

A leading wealth management firm in Orlando, Florida, is seeking a Client Service Administrator to support client inquiries and manage advisor communications. The ideal candidate will have over 1 year of experience in client service within a financial advisory environment, strong organizational skills, and proficiency with CRM tools. This role offers the opportunity to impact client relationships and contribute to the firm's reputation for exceptional service. The company provides generous medical benefits and a supportive culture. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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