Wealth Management Client Experience Specialist
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a Client Service Specialist in Tryon, Oklahoma to support advisors and their clients while managing administrative tasks. The ideal candidate has at least an Associate’s Degree and 3+ years of experience in a financial services or RIA firm. This role involves providing exceptional client service, preparing for meetings, resolving client issues, and assisting with client events. The company offers a competitive salary, benefits, and opportunities for professional growth, along with partial remote work options. #J-18808-Ljbffr Dormont Manufacturing Co
- Why work at Modera Wealth? Modera Wealth Management is an independent, fee‑only firm... ...on the lives of our clients through comprehensive financial... ...a personalized service experience with our distinct combination... ...for a Client Service Specialist in Tryon, NC to support the...SuggestedWork at officeLocal areaRemote work
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for... ...relationship-building skills Sales or customer service experience is helpful but not required Qualifications...SuggestedRemote jobWork from homeFlexible hours$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for... ...relationship-building skills Sales or customer service experience is helpful but not required Qualifications...SuggestedRemote workWork from homeFlexible hours- ...Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager. Assist in setting and maintaining... ...follow plan-o-gram and merchandise presentation guidance. WORK EXPERIENCE and/or EDUCATION: ~ High school diploma or equivalent and...SuggestedWork experience placementSeasonal workRelocation package
- ...the store, and performing other duties as assigned by the Store Manager to maximize store profitability and customer satisfaction... ...Ability to drive own vehicle to the bank to deposit money. WORK EXPERIENCE and/or EDUCATION: High school diploma or equivalent and six...SuggestedWork experience placementSeasonal work
- ...join our team and deliver a great shopping experience for every customer. Duties include, but... ...with questions and recommendations Manage sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
$750 per week
...connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative assistant roles,...Part timeCasual workRemote workFlexible hours- ...the store, and performing other duties as assigned by the Store Manager to maximize store profitability and customer satisfaction... ...register functions. Ability to stock merchandise. WORK EXPERIENCE and/or EDUCATION: High school diploma or equivalent preferred...Work experience placementSeasonal work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Experience Specialist. Be the first to apply!
- part time customer representative
- customer service operations specialist
- customer experience representative
- client sales representative entry level
- agent services coordinator
- client engagement specialist
- customer service specialist
- online customer service representative
- bilingual customer service representative spanish english
- client retention specialist



