HNW Client Experience Specialist
Apella Wealth
Apella Wealth is seeking a Client Relationship Specialist to join their Costa Mesa, CA team. In this role, you will serve as a primary point of contact for High Net Worth clients, working closely with Apella Advisors to deliver exceptional client service as part of a collaborative team. This position requires 3-5 years of direct client experience, superb communication skills, and a strong commitment to building relationships. The role offers a hybrid working environment and competitive salary with benefits. #J-18808-Ljbffr Apella Wealth
Vacancy posted 1 day ago
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