Wealth Client Services Specialist
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement in Newport Beach seeks a dedicated professional to support wealth advisors and enhance client experiences. This role involves preparing client presentations, conducting market research, and effectively managing client relationships. The ideal candidate has 3–5 years in financial planning, is proficient in relevant software, and demonstrates strong communication and analytical skills. Benefits include health insurance, retirement savings plans, and tuition reimbursement, among others. #J-18808-Ljbffr
Vacancy posted 4 days ago
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