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Wealth Client Relations Specialist for High Net Worth

Oliver James Associates Ltd., Florida, New York, United States

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A leading wealth management firm in Stuart, Florida is seeking a Client Relationship Specialist to support senior advisors in delivering high touch investment services to High Net Worth clients. The ideal candidate will have a Bachelor's degree and a minimum of 3 years' experience in a similar role. Key responsibilities include client onboarding, account management, and maintaining CRM records. Strong communication and organizational skills are essential in a fast-paced, team-oriented environment. #J-18808-Ljbffr