Wealth Client Experience Specialist
Navigate Private Wealth
Navigate Private Wealth in Layton, UT is seeking a Client Service Specialist to support two financial advisors with client requests, account paperwork, and day-to-day operations. You will handle routine forms, track service items, coordinate money movement between custodians, and keep records organized in Redtail CRM and Microsoft Office. This role suits detail-oriented professionals who communicate clearly and stay composed in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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