Onboarding Specialist
Wausau Region Chamber of Commerce
Integrated Wealth Partners is a high-touch wealth management firm in Wisconsin, focused on providing integrated financial planning, investment management, tax strategy, and estate planning. The Client Experience Associate will support the entire IWP team and client base from the Wausau office, coordinating meetings, onboarding, and CRM updates to ensure a seamless, personalized client journey. The role emphasizes ownership, proactive communication, and technology adoption to improve efficiency #J-18808-Ljbffr
Vacancy posted 18 hours ago
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