Client Experience Specialist – Wealth Management

A financial services firm in Appleton is seeking a Client Specialist to ensure excellent client service and operational support for Financial Advisors. This role includes client onboarding coordination, communication management, and organizing client events. The ideal candidate will have at least 2 years of administrative experience and must obtain relevant financial licenses within 18 months. Proficiency in Microsoft Office is required, along with strong organizational and communication skills.

This position supports the firm's Private Wealth Management business.
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