Wealth Management Client Specialist

A leading financial institution in Miami is seeking an enthusiastic Financial Advisor Assistant to provide exceptional client service and support the wealth management team. The role involves educating clients on banking services, ensuring accuracy in materials, and deepening client relationships with a strong emphasis on personalized service. Candidates should possess a high school diploma and demonstrate adaptability, strong communication skills, and a commitment to client experience excellence.

This full-time position offers an entry-level opportunity in a dynamic finance and sales environment.
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