Executive Client Experience Lead for Financial Advisors
OneTeam Financial
A holistic financial planning firm is seeking an organized executive assistant to support top insurance producers. The role blends executive-level support, high-touch client service, and insurance case coordination. Candidates must be professional and detail-oriented, with comfort in interacting with high-net-worth clients. The position offers competitive compensation, benefits, and a hybrid work environment. #J-18808-Ljbffr
Vacancy posted 3 days ago
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