Client Experience & Office Coordinator
Cx Institutional Llc
Credent Wealth Management is seeking a Client Care Coordinator to support Wealth Advisors and deliver a high-quality client experience. The role handles phone screening, greeting visitors, scheduling meetings, CRM updates, and coordinating client events in a fast-paced office. Ideal candidates have a high school diploma, 1+ year in a client-facing or administrative role, and strong communication, organization, and confidentiality. Proficiency with MS Office and CRM software is expected. #J-18808-Ljbffr Cx Institutional Llc
Vacancy posted 2 days ago
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