Wealth Management Client Services Specialist (Hybrid)
Beacon Hill Staffing Group
Beacon Hill Staffing Group is partnering with a prestigious financial services firm in Washington to hire a Client Support Coordinator. This hybrid role supports Financial Advisors, processes accounts, and coordinates documentation to ensure a consistently high level of service. You will work behind the scenes with the advisor teams, handling administrative tasks, client paperwork, and various service requests while maintaining confidential records and driving process improvements. #J-18808-Ljbffr
Vacancy posted 5 days ago
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