Wealth Client Experience Specialist
Boutique Recruiting
Boutique Recruiting is seeking a Client Service Associate for a boutique wealth management firm in San Diego. You will be the trusted first point of contact for high-net-worth clients, handling communications, account administration, CRM accuracy, meeting preparation, and day-to-day office workflows with advisors and back-office teams.
Ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong Outlook/Excel/Word skills, CRM experience (Salesforce, Redtail, Wealthbox), and a
#J-18808-LjbffrVacancy posted 2 days ago
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