Job SummaryWe are seeking a dynamic and organized individual to join our team as Client Experience Coordinator. In this in-office role, you will provide crucial support to our Wealth Advisors, enabling them to focus on client relationships and strategic financial planning. As an integral part of our team, you will assist in managing client accounts, conducting research, preparing reports, and ensuring a seamless client experience. Key ResponsibilitiesClient Support: Act as the primary point o...