Wealth Management Client Sales & Service Lead

A regional financial services firm in Johnson City seeks a Wealth Management Client Sales Specialist. This role involves supporting financial advisors and enhancing client satisfaction through effective relationship management. Responsibilities include account maintenance, compliance adherence, and extensive client interaction. Ideal candidates will have a high school diploma, experience in customer service, and proficiency in Microsoft Office. The firm offers competitive benefits including health insurance and a 401(k) plan with company match. #J-18808-Ljbffr