Strategist Coordinator

TFO Wealth Partners

FULL_TIME

Salary

$0 - $0 per yearly

Location(s)

  • Maumee OH US

Description

The Strategist Coordinator serves as a trusted administrative and operational partner to Advisers and client teams, helping deliver a seamless, organized, and high-quality client experience. This role plays a critical part in supporting daily Adviser operations through proactive calendar and meeting management, client communication, CRM administration, and management of client service requests. Su

Tags

  • Sales & Marketing
  • Supply Chain

How to apply

Apply for this job at: https://api.collabwork.com/api:1SHNakFf/xmljobs?ref=NjE4NzZhN2EzMGVkNDk0ZGFkODcwZGNkODc0NzIwNDJ8Y2QxMzUxYTctNGMyYi00YzczLThkM2MtMDI4NWNjYjBmZTgx&utm_source=collabworkv3site