Wealth Client Experience Specialist
Windward Recruiting
Windward Recruiting is seeking a Client Relationship Specialist to deliver an exceptional client experience while supporting financial advisors in a planning-focused wealth management environment. This full-time, in-office role in Franklin, Tennessee emphasizes high-touch service, coordination of client meetings, and accurate handling of investment paperwork and reporting across CRM systems. #J-18808-Ljbffr
Vacancy posted 4 days ago
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