Client Concierge
Listed on 2026-10-07
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Customer Service/HelpDesk
Banking & Finance -
Finance & Banking
Banking & Finance, Business Administration
Carlson Financial in Colorado Springs seeks a Client Experience Specialist to be the primary contact for potential and existing clients, guiding them from the first contact to meetings with a Financial Advisor. You will welcome clients warmly and build strong relationships.
Ideal candidates bring sales/marketing exposure, strong administrative skills, MS Office proficiency, and the ability to manage a variety of tasks with minimal supervision.
For the Client Experience Concierge position at Carlson Financial Services, we are reviewing applications now.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Experience Concierge role at Carlson Financial Services, based in Topeka, KS, United States.
We are looking to fill the Client Experience Concierge position at Carlson Financial Services in Topeka, KS, United States.
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