Client Services Specialist — Financial Advisory Support
Advisor Talent Solutions
REAP Financial Group in Austin, TX is seeking a Client Service Specialist to ensure smooth day-to-day operations and provide superior service to existing clients and prospects. The role supports Advisors with pre-appointment prep, manages client data in the CRM, coordinates new business and reports, and handles calls and general office duties in a fast-paced environment. The ideal candidate will have financial industry experience, strong organizational skills, and a proactive approach. #J-18808-Ljbffr Advisor Talent Solutions
Vacancy posted 2 days ago
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