Job Description
Job#: 3037784
Job Description:
OverviewWe are seeking a highly organized and client-focused professional to join our team as a Senior Service Support Specialist / Project Coordinator. This role sits at the intersection of client service, operations, and project coordination—supporting financial advisors, internal stakeholders, and client initiatives while ensuring a seamless, high-quality service experience.
This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys multitasking, and is passionate about delivering exceptional service while supporting key business initiatives.
Key ResponsibilitiesClient Service & Advisor Support