Wealth Management Client Experience Specialist
Modera Wealth Management
A financial services firm in Westwood, NJ is seeking a Client Service Specialist to provide comprehensive support to the office’s advisors and their clients. The ideal candidate will have an Associate's Degree and at least 3 years of experience in the financial services field. Key responsibilities include managing client communications, preparing for meetings, and maintaining office organization. A strong client-first attitude and excellent communication skills are essential for success in this role. #J-18808-Ljbffr Modera Wealth Management
Vacancy posted 5 days ago
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