Client Experience & Scheduling Coordinator
CX Institutional LLC
Credent Wealth Management seeks a Client Care Coordinator to assist Wealth Advisors by delivering a high-touch client experience. You will manage calls, greet visitors, and schedule meetings with clients and prospects, ensuring CRM entries and follow-ups are complete and accurate. You will coordinate client events, maintain office operations, and support a team focused on confidentiality and exemplary service. #J-18808-Ljbffr CX Institutional LLC
Vacancy posted 2 days ago
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CX Institutional LLC
Plano, TX13 days ago
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