Wealth Client Services Specialist
Providence Talent Group
Providence Talent Group is seeking a detail-oriented Client Service Associate to support our wealth management team in delivering an exceptional client experience. This role handles onboarding, account maintenance, meeting preparation, and clear communication across the team. You will act as a primary contact for client service requests, prepare materials for meetings, process paperwork, and help keep client records accurate in the CRM system. #J-18808-Ljbffr
Vacancy posted 1 day ago
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