Wealth Client Services Specialist
Cambridge Investment Research (USA)
WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. You will partner with financial advisors and clients to deliver high-touch service, support planning activities, and ensure an exceptional client experience. Ideal candidates bring a strong financial services background, relationship-building skills, and a collaborative mindset with a passion for solving complex client needs. #J-18808-Ljbffr
Vacancy posted 1 day ago
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