Wealth Management Client Services Specialist
CX Institutional LLC
CX Institutional LLC in Bixby, Oklahoma is seeking a Client Service Associate in Wealth Management. This role involves supporting the Wealth Advisor by managing client relationships and ensuring a seamless client experience. The ideal candidate should have strong analytical skills, knowledge of account types, and experience in finance or customer service. Responsibilities include onboarding clients, processing transactions, and assisting clients with account inquiries. #J-18808-Ljbffr CX Institutional LLC
Vacancy posted 1 day ago
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