Client Experience Specialist
Carson Wealth
Carson Wealth is seeking a proactive Office & Client Experience Coordinator to greet clients, manage front desk operations, and coordinate events. You will support onboarding, maintain CRM data, and assist advisors with daily admin tasks. Responsibilities include client communications across channels, scheduling, and ensuring a welcoming office environment. The role emphasizes organized workflows, process improvements, and collaboration with internal teams. #J-18808-Ljbffr Carson Wealth
Vacancy posted 2 days ago
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