Wealth Management Client Experience Lead
Ascendo Resources
A financial services company in Miami seeks an experienced client service professional to build and maintain relationships with clients. The successful candidate will communicate proactively with clients, assist in managing portfolios, and ensure compliance with regulatory requirements. Applicants should possess a Bachelor's degree in finance or a related field, have over 3 years of relevant experience, and demonstrate strong organizational and communication skills. Knowledge of financial products is essential. #J-18808-Ljbffr Ascendo Resources
Vacancy posted 4 days ago
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