Client Experience Coordinator
Cx Institutional Llc
Credent Wealth Management in Indiana is hiring a Client Care Coordinator to support Wealth Advisors and deliver a premium client experience. You will greet clients, handle calls, schedule meetings, and ensure smooth CRM documentation for follow-ups and events. The role requires a friendly, professional demeanor, strong communication, attention to detail, and the ability to coordinate local client events. A High School diploma is required, with a degree in business a plus; 1+ year in #J-18808-Ljbffr Cx Institutional Llc
Vacancy posted 3 days ago
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