Senior Concierge Specialist: Client Onboarding & Advisory
$60k - $70kModern Wealth Management
Modern Wealth Management is seeking a Senior Concierge Specialist in Kansas City, MO. This role focuses on nurturing prospective client relationships and ensures a high-quality onboarding experience. You will engage with clients through personalized outreach, support transitions to advisory teams, and maintain meticulous CRM records. Candidates should have a Bachelor's degree and over 4 years of relevant experience, along with strong knowledge of financial planning. A competitive salary of $60,000 to $70,000 annually is offered. #J-18808-Ljbffr Modern Wealth Management
Vacancy posted 4 days ago
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