Private Wealth Client Experience Specialist
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Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and concierge-level service for high-net-worth clients. You will build client relationships, resolve issues, and assist with onboarding and ongoing account administration across trusts, LLCs, and other entities. Strong financial acumen and experience with CRM systems are essential. #J-18808-Ljbffr Socket.dev
Vacancy posted 4 days ago
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