Client Experience Coordinator
TFO Wealth Partners
FULL_TIME
Salary
$0 - $0 per yearly
Location(s)
- Maumee OH US
Description
The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role works closely with Advisers and Operations Team members to ensure accurate execution of custodial paperwork, CRM updates, and client service requests. Essential Duties & Responsibilities. Prepare and process documenta
Tags
- Sales & Marketing
- HR & Recruiting
- Cybersecurity
- Project Management
How to apply
Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=MDVmOWEyZDQzNTc2NDRlZGI1YjQzMWJjMjcwYTFjMTh8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site