Wealth Management Client Service Specialist

A growing independent financial advisory firm is seeking a Client Service Specialist in Winston-Salem, NC, to support financial advisors and their clients. The ideal candidate will have at least 3 years of financial services experience, strong professionalism, and effective communication skills. Responsibilities include providing client support through correspondence, preparing for meetings, and maintaining office tasks. This role offers competitive salary and benefits including a 401(k) plan, medical, and opportunities for professional growth. #J-18808-Ljbffr