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First Impressions & Client Relations Lead

SimplePath Retirement, LLC, Clearwater, FL, United States


A boutique retirement planning firm is seeking a Client Relations & First Impressions Specialist. In this role, you will be the first point of contact for clients, managing inquiries and consultations, while creating a welcoming in-office experience. Ideal candidates are outgoing, organized, and proactive in building relationships. The position includes competitive salary and benefits, as well as opportunities for growth within the firm. #J-18808-Ljbffr