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Strategic Institutional Client Experience Lead

PowerToFly, Tempe, Arizona, us, 85285

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A leading financial services firm is seeking a Client Relationship Specialist in Tempe, Arizona. This role involves maintaining and onboarding institutional client relationships, providing bespoke service, and supporting operations with multiple custodians. The ideal candidate will have a college degree, industry experience, and required licenses (Series 7 and 66/63/65). The company offers competitive pay, comprehensive benefits, and the opportunity to work in a collaborative environment. #J-18808-Ljbffr