Client Success Lead - Wealth Management
Capital Advantage, Inc.
A financial services firm in California is looking for a Senior Client Service Associate. The ideal candidate is experienced in client communication, collaboration with financial advisors, and compliance monitoring. Responsibilities include managing client relationships, supporting onboarding processes, and ensuring service quality. Candidates should hold a Bachelor's degree and have 3-5 years of relevant experience. This role offers a competitive salary and career advancement opportunities. #J-18808-Ljbffr
Vacancy posted 1 day ago
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