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The Client Specialist coordinates client onboarding, manages communications, supports account operations, and organizes client events, enhancing the overall client experience and assisting Financial Advisors.

As a Client Specialist, you'll provide client service and support to Financial Advisors by coordinating onboarding, managing communications, and assisting with account operations and events.

The Business Consulting Project Manager will manage relationships and projects at executive levels, ensuring successful project outcomes and effective communication. Responsibilities include project delivery, business consulting, risk management, and leveraging analytical skills to drive outcomes while maintaining client-focused priorities.