Client Experience Specialist - Wealth Management
$60k - $80kKTF INVESTMENTS, LLC
KTF INVESTMENTS, LLC is looking for a Client Relationship Associate in Seal Beach, California. This role is crucial in ensuring excellent client service within a dynamic financial services environment. Responsibilities include managing client communications, assisting with account service requests, and ensuring compliance with regulatory requirements. The ideal candidate should have 3-5 years of experience in financial services, a relevant bachelor's degree, and a strong client-first mindset. The position offers a competitive salary of $60,000 - $80,000 per year and attractive benefits including health insurance and a 401(k). #J-18808-Ljbffr KTF INVESTMENTS, LLC
Vacancy posted 4 days ago
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