Client Experience Coordinator
Credent Wealth Management
Credent Wealth Management in Plano, Texas, is seeking a Client Care Coordinator to support Wealth Advisors and deliver a first-class client experience. You will greet visitors, answer calls, schedule meetings, and ensure CRM notes capture every interaction with clients and prospects. This role emphasizes attention to detail, strong communication, event coordination, and teamwork across client service, planners, and advisors. #J-18808-Ljbffr
Vacancy posted 1 day ago
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