Wealth Client Success & Engagement Specialist

A financial services firm is looking for an Admin Support & Relationship Associate in Charlotte, NC. This role combines client engagement with operational support, ensuring a seamless client experience. The ideal candidate has 1-5 years of experience in client-facing roles, strong communication skills, and proficiency in Microsoft Office. Responsibilities include assisting clients, managing office tasks, and collaborating with advisors. If you are organized and proactive, apply now to make a positive impact on clients and your team.
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