Client Experience & Outreach Associate
Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors seeks an Internal Client Associate to bridge business development, client experience, and team support. You will phone prospects, assist clients between meetings, and help prepare advisors for every interaction. You will be talking with prospective clients, existing clients, and referral partners, gathering insights and supporting events, webinars, and outreach programs to grow our advisory relationships. #J-18808-Ljbffr Twin Peaks Wealth Advisors
Vacancy posted 3 days ago
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