Wealth Client Experience Specialist
Moneco Advisors
Moneco Advisors is seeking a Client Services Specialist to support wealth management operations and client service teams. You will handle client inquiries, schedule, and assist with account openings, transfers, and money movement, contributing to a seamless client experience. Ideal candidates have 2–5 years in administration or customer service, are proficient with Microsoft Office, comfortable with CRM systems, and detail-oriented. #J-18808-Ljbffr
Vacancy posted 4 days ago
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