Elite Client Service Specialist
3 days ago
The Elite Client Service Specialist role at Signature Estate & Investment Advisors, LLC involves providing exceptional service to high-net-worth clients. This position requires strong communication skills, empathy, and a deep understanding of client needs.
Key Responsibilities:
- Develop and maintain strong relationships with high-net-worth clients
- Analyze client needs and create customized service plans
- Collaborate with internal teams to ensure seamless service delivery
Requirements:
- Bachelor's degree in finance or a related field
- Series 7, 66, and CFP certifications
- Excellent communication, analytical, and problem-solving skills
Estimated Salary Range: $100,000 - $150,000 per year, depending on experience.
About Our Company
Sigature Estate & Investment Advisors, LLC is a leading provider of wealth management services, serving high-net-worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client experiences and achieving outstanding results.
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