Onboarding Specialist
Vermillion Financial Advisors
Vermillion Financial Advisors is seeking a Client Relationship Coordinator who will be the face of the client engagement process, guiding prospective clients through early conversations and determining qualification for transition to the appropriate advisor. You will respond to inquiries, nurture relationships, and coordinate onboarding, with a focus on high-net-worth individuals aged 50 and above. The role emphasizes relationship building, client service, and collaboration with the advisory #J-18808-Ljbffr
Vacancy posted 3 days ago
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