Client Relationship Specialist - Wealth Management

A wealth management firm in California seeks a Client Relationship Specialist to provide exceptional service to clients and support financial advisors. The role involves managing client interactions, administrative tasks, and using technology effectively. The ideal candidate should have 3-5 years of experience in the finance industry, excellent communication skills, and proficiency in Microsoft Office. This position offers competitive salaries and benefits in a collaborative environment. #J-18808-Ljbffr