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Tax & Estate Planning Client Experience Specialist

Job in Covington, Kenton County, Kentucky, 41011, USA
Listing for: W.A. Smith Financial Group
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
W.A. Smith Financial Group is seeking a Client Support professional for Tax & Estate Planning in Kentucky. The role involves assisting clients with onboarding, managing tax returns, and using CRM software to track information. Candidates should have relevant experience in tax or estate planning and proficiency with platforms such as Salesforce and Wealthscape. This position is essential for ensuring accurate data entry and a professional client experience, contributing to the success of the advisory team.
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