Client Relationship & Operations Specialist
Modern Wealth Management
Modern Wealth Management in Mesa, AZ seeks a Client Relationship Specialist to support advisors, manage client service requests, and ensure accurate account operations. You will handle new account paperwork, assist with account maintenance, and coordinate with operations to deliver timely service. Strong communication and attention to detail, plus proficiency with CRM and MS Office, are essential in this role. #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 6 days ago
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