Wealth Client Services Specialist
Carlson Financial
Carlson Financial is seeking a Client Service Specialist to support retirement plan clients in Topeka, KS. You’ll handle onboarding, account servicing requests, and communications with clients and staff to ensure accurate records and timely reviews. The role emphasizes strong organizational skills, attention to detail, and proactive client-focused service in a wealth-management environment. Familiarity with MS Office and Excel is advantageous. #J-18808-Ljbffr Carlson Financial
Vacancy posted 2 days ago
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