Wealth Management Client Relations Lead
ExpertHiring
ExpertHiring seeks a highly organized Client Relationship Manager to support its wealth management practice in Brentwood, TN. You will serve as the primary liaison between clients and financial advisors, handling service requests, account maintenance, and documentation with accuracy. The ideal candidate has 2–4 years in client service within financial services, a bachelor’s degree, and strong communication skills; exposure to Salesforce and Microsoft Office is a plus. #J-18808-Ljbffr ExpertHiring
Vacancy posted 1 day ago
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