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Touch Wealth Management Client Experience Specialist

Job in Johnson City, Washington County, Tennessee, 37603, USA
Listing for: Kaizen Lab Inc.
Full Time position
Listed on 2025-12-17
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
Position: High-Touch Wealth Management Client Experience Specialist
A financial services firm is seeking a Client Service Associate (CSA) in Johnson City, Tennessee. This full-time, on-site role involves managing client onboarding, handling financial paperwork, and delivering high-touch service to high-net-worth households. The ideal candidate is detail-oriented, enjoys improving workflows, and has experience in client service. This position will start with some administrative duties, transitioning to a dedicated client service focus as responsibilities grow.
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