Client Services Specialist, Financial Planning & Support
Modera Wealth Management
Modera Wealth Management in Fort Lauderdale, FL is seeking a Client Service Specialist to support advisors and deliver exceptional client service. The ideal candidate will have an Associate's Degree and at least 3 years of experience in a related financial services role. Responsibilities include managing client interactions, preparing for meetings, and maintaining documentation with a client-first attitude. The position offers a competitive salary between $68,000 and $85,000 and opportunities for professional growth. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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