Wealth Client Experience Specialist
Waldron Private Wealth
Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and deliver concierge-level service to high net‑worth clients. The role focuses on building client relationships, resolving issues, onboarding new clients, and coordinating with custodians and professionals to support financial planning activities. Strong CRM skills and financial services experience are required. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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