Client Relationship & Operations Specialist
Touchstone Wealth Partners
Touchstone Wealth Partners is seeking a Client Relationship Manager to support financial advisors and deliver excellent client service. You will bridge the gap between advisors and clients, handling administrative tasks, client communications, and workflow processes. Role involves coordinating meeting materials, processing forms, and assisting with data gathering while maintaining confidentiality and high standards of service. #J-18808-Ljbffr Touchstone Wealth Partners
Vacancy posted 6 hours ago
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