Wealth Management Client Relations Specialist

A major financial institution is seeking a client-focused team member to support Financial Advisors in developing and enhancing client relationships. This role involves tracking client interactions, attending meetings, and executing the team's service model to ensure the highest level of client service. Candidates must possess strong communication skills and relevant financial licenses, including SAFE ACT registration. You will contribute to a diverse and inclusive workplace, ensuring clients' needs are met effectively.
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