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-LjbffrVacancy posted 4 days ago
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