Client Experience & Relationships Coordinator
Jambalaya Group
Angeles Wealth Group in Arcadia, CA is seeking a Client Relationship Coordinator to be the primary contact for client service needs and to support the advisors with account management and daily practice operations. The role emphasizes building trusted relationships, maintaining accurate client records in the CRM, coordinating client meetings with advisors, and delivering a seamless, white-glove client experience across onboarding and ongoing service. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 6 days ago
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