Client Experience Associate — Elevate Financial Wellbeing

A leading financial services provider is seeking a Client Experience Associate in Indio, California. This role is focused on delivering exceptional customer experiences to improve financial wellbeing and increases client loyalty. You will engage with customers, educate them about financial options and identify opportunities for banking services. The ideal candidate possesses strong interpersonal skills and a basic understanding of financial products, contributing to a positive customer journey and support for sales initiatives.
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