CX Institutional LLC
Plano / Global
Client Experience & Scheduling Coordinator
- $38.000 - $54.000
GET
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Plano / Global
Credent Wealth Management seeks a Client Care Coordinator to assist Wealth Advisors by delivering a high-touch client experience. You will manage calls, greet visitors, and schedule meetings with clients and prospects, ensuring CRM entries and follow-ups are complete and accurate.
You will coordinate client events, maintain office operations, and support a team focused on confidentiality and exemplary service.
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