Senior Client Services & Wealth Management Specialist
Aldrich
Aldrich is seeking a Client Services Specialist to provide exceptional service to clients. The role requires managing Schwab accounts, coordinating onboarding, and ensuring effective communication. The ideal candidate will have at least 3 years in a similar role and strong Microsoft Office skills. This is a hybrid full-time position based in Lake Oswego, Oregon, with competitive salary and benefits. #J-18808-Ljbffr Aldrich
Vacancy posted 3 days ago
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