Wealth Relationship Manager Client Experience
Vista Wealth Solutions
Vista Wealth Solutions seeks a Relationship Manager to join our boutique wealth management team in Radnor, PA. You will handle inbound/outbound client communications, manage advisor calendars, and support client onboarding with digital tools. You will coordinate asset transfers, assist with investment illustrations, and ensure accurate client data in our CRM. Strong organizational and communication skills are essential. #J-18808-Ljbffr
Vacancy posted 4 days ago
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