Wealth Advisory Administrative Specialist - Client Engagement
Jobtailor
Jobtailor in San Francisco is seeking an administrative and client engagement support professional for its Wealth Advisory team. You will collect, organize, and manage client information, prepare meeting materials and proposals, and ensure risk scores and documentation are up to date. You will interact with high-net-worth clients and senior leaders, demonstrate strong written and verbal communication, and work collaboratively in a fast-paced environment to deliver outstanding client service. #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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