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Client Lead
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-03-01
Listing for:
Heritage Financial Partners, LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Experience Coordinator to manage client interactions and enhance their experience. You'll oversee scheduling, assist clients with technology, and ensure a welcoming office atmosphere. This position requires excellent organizational skills, attention to detail, and a passion for client service. Competitive salary includes profit sharing and 401(k) benefits. Interested candidates can send their resume to the provided email.
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