Wealth Services Coordinator — Flexible Workday
Krilogy
Krilogy Wealth Management is seeking a Wealth Services Manager to provide high-level administrative support to multiple Senior Wealth Advisors in Dallas. The role covers calendar management, client onboarding, and proactive client service, requiring meticulous organization and clear communication. You will handle paperwork for investments, insurance and annuity products, maintain client records in the CRM, and coordinate meetings and money movements. #J-18808-Ljbffr Krilogy
Vacancy posted 3 days ago
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