Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist, Financial Planning & Support. Be the first to apply!