Wealth Client Experience Specialist
Rosselot Financial Group
Rosselot Financial Group, a growing independent wealth management firm serving individuals, families, and business owners in the Greater Cincinnati region, seeks an experienced client service professional. You will support Financial Advisors, handle account administration, and ensure timely processing of client requests with confidentiality and professionalism. Role requires 3+ years in client service or admin within financial services, experience with Wealthbox CRM, and familiarity with #J-18808-Ljbffr
Vacancy posted 5 days ago
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