A leading financial services firm based in Tempe, Arizona, seeks a Client Relationship Specialist to deliver exceptional service to institutional clients. This role focuses on maintaining relationships, onboarding clients, and supporting various non-investment services. The ideal candidate should have a college degree, active Series 7 and 63/65 licenses, and experience with multi-family offices. Join a dynamic team to enhance client satisfaction and drive strategic initiatives within an esteemed organization.
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