Client Experience Specialist – Financial Planning

A financial planning company is looking for a Client Service Associate to support independent financial advisors. This client-facing position focuses on outstanding client experience through communication and service coordination. Ideal candidates should possess strong administrative skills and be capable of managing sensitive financial information. Responsibilities include scheduling client meetings, opening accounts, and ensuring documentation accuracy. Join a team committed to integrity and client-first values in the dynamic financial services industry.
#J-18808-Ljbffr