Wealth Management Client Concierge
$22.16 - $29.29 per hourBaird
A financial services firm is seeking a Client Assistant to provide exceptional service and support to Financial Advisors. This role involves client onboarding, communication management, and coordination of events. Candidates should have at least 2 years of relevant experience and a strong focus on client service. Proficiency in Microsoft Office is essential, with a detail-oriented and organized approach to prioritizing tasks. The position offers a rate of $22.16-$29.29 per hour and potential bonus opportunities. #J-18808-Ljbffr Baird
Vacancy posted 1 day ago
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