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Client Relationship & Onboarding Specialist

Soltis Investment Advisors, Gilbert, AZ, United States


A top-ranked financial advisory firm in Gilbert, Arizona is seeking a full-time Client Relationship Manager to join their high-performing Customer Care Team. The successful candidate will focus on developing client relationships and facilitating onboarding, ensuring high levels of satisfaction. This role is ideal for individuals seeking career advancement in wealth management, with opportunities for professional growth and comprehensive benefits, including health insurance and paid time off. #J-18808-Ljbffr