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Senior Wealth Planning Client Services Lead

Kforce Inc

Kforce has a client in San Francisco, CA that is seeking a Senior Wealth Planning Client Services Associate to provide exceptional, white-glove support to high-net-worth and wealth management clients. This individual will serve as a trusted point of contact for clients and advisors, helping deliver a seamless client experience while supporting a variety of financial planning, account servicing, and relationship management activities. #J-18808-Ljbffr Kforce Inc

Vacancy posted 1 day ago
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