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Client Experience & Operations Specialist

Global Wealth Management

Global Wealth Management in Florida is seeking a Business Operations and Client Engagement Specialist to oversee day-to-day office operations and support client events. You will be the first point of contact for clients and advisors, ensuring a professional and welcoming environment while handling scheduling, paperwork, and logistics. The ideal candidate has a bachelor’s degree, 2+ years in client service or office operations, strong MS Office skills, CRM experience (Salesforce preferred), and a #J-18808-Ljbffr Global Wealth Management

Vacancy posted 3 days ago
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