Wealth Client Experience Specialist

Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors. The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment. #J-18808-Ljbffr