Wealth Management - Client Services Specialist
Jambalaya Group
Iron Birch Advisors is seeking an experienced Client Service Specialist in New York City to support a team of up to four or five advisors, coordinating client requests and ensuring a smooth service experience. You will manage client communications, prepare for meetings, maintain CRM records, and help identify opportunities for clients across wealth management, investments, and insurance. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 12 hours ago
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