Wealth Client Experience Specialist
Right By You Mortgage
Right By You Mortgage is seeking a Client Service Associate in Cary, NC. This full-time professional will provide administrative and client service support to the wealth management team. Responsibilities include serving as the first point of contact for client inquiries, supporting client onboarding, and maintaining accurate client records. The ideal candidate holds a Bachelor's degree and has at least 2 years of experience in the financial services sector. They must be detail-oriented, organized, and proficient in CRM systems and Microsoft Office. #J-18808-Ljbffr
Vacancy posted 21 hours ago
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