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Wealth Management Client Experience Lead
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor seeks an experienced client services professional to provide best-in-class client experiences in Wealth Management. You will engage proactively with Premier IRA/Brokerage clients, collaborate with an advisory team, and coordinate with specialists to identify growth opportunities.
Responsibilities include preparing meeting documentation, ensuring timely service delivery, and maintaining strong client relationships while supporting four advisory practices.
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