Wealth Client Concierge & Operations Lead
cainwattersassociates
Cain Watters & Associates is seeking a Client Coordinator to support our wealth management team in San Francisco. You will manage scheduling, communications, and administrative workflows, serving as a warm, professional first point of contact for clients. The ideal candidate is highly organized, detail-oriented, and capable of handling confidential information with discretion while helping advisors run an efficient, client-focused practice. #J-18808-Ljbffr cainwattersassociates
Vacancy posted 2 days ago
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