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Client Experience Specialist – Wealth Advisory

Job in Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listing for: TruSpire Wealth Advisors
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial advisory firm located in Plymouth Meeting, PA, seeks a Client Service Specialist to enhance client experiences through exceptional service. Candidates should have over 1 year in client service or financial services and be proficient in Microsoft Office. Responsibilities include managing client inquiries, coordinating meetings, and collaborating with advisors to improve service delivery.

This role offers opportunities for growth and a supportive work environment.
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