Onsite Client Services & Office Coordinator

Advisor Talent Solutions

Wealth Trac Financial LLC in Franklin, MI is seeking a detail-oriented Client Service Administrator to ensure a smooth client experience at the office on-site. The role requires 3+ years of administrative office work in a financial services environment, strong Excel skills, and experience with CRM platforms such as Salesforce or Wealthbox. The position offers health and dental insurance, PTO, and 401k with company match. #J-18808-Ljbffr Advisor Talent Solutions

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Vacancy posted 13 hours ago

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