Client Experience Coordinator - Wealth Management

A financial services company located in Ohio, is seeking a Client Assistant to provide operational support and outstanding client service to Financial Advisors. The role involves coordinating client onboarding, managing communications, and maintaining the CRM system. Candidates should have a focus on client service, strong organizational skills, and the ability to prioritize workflows effectively. A bachelor's degree is preferred but not required.

This position supports the growth of the company's Private Wealth Management business.
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