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Client Relationship Specialist
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$156,758 a year
Full-time
- As one of our Client Relationship Specialists, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide.
- You enjoy working in a fast-paced environment where critical thinking and proactive teamwork are essential for success.
- You know the financial services industry and have experience working with the needs of high-net-worth individuals.
- You have the interest and ability to develop a deep understanding of investment concepts.
- You have customer service experience within the financial services sector.
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