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Wealth Management Client Relationship Specialist

Regions Financial Corporation, Jacksonville, Florida, United States, 32290

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A leading financial services company in Jacksonville, FL seeks a Private Wealth Management Relationship Specialist to facilitate client transactions and support the Wealth Management team. Candidates should have a High School Diploma with banking experience or a Bachelor's degree. Proficiency in Microsoft Office and CRM tools is essential. The role includes client record management and responding to requests while building relationships. The target salary ranges from $43,500 to $52,540 annually and does not include incentives. #J-18808-Ljbffr