Wealth Client Experience Specialist
Windward Recruiting
Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors. The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment. #J-18808-Ljbffr Windward Recruiting
Vacancy posted 3 days ago
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...with multiple locations across the United States, dedicated to our clients and the industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred . We will consider candidates for any of our offices,...Work at officeImmediate start
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