Kestra Financial in Fort Wayne, Indiana is seeking a Client Relationship Manager to oversee client service delivery and drive operational excellence. You will partner closely with Investment Advisors to enhance client experiences and ensure compliance. In this role, you will lead client onboarding, manage account activities, and support financial planning efforts. The position demands strong communication skills, attention to detail, and experience in investment operations. #J-18808-Ljbffr
Wealth Client Experience Lead • Fort Wayne, IN, United States
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