Senior Client Specialist We are seeking a seasoned professional to support our wealth management clients on an in-bound phone team. As a Senior Client Specialist, you will develop expertise in wealth planning, deliver exceptional service, and provide technical assistance to high net worth individuals. You will collaborate with colleagues to drive business growth, strengthen client relationships, and contribute to the company's success. To succeed in this role, you will need a Bachelor's degree, active FINRA Series 7 license, and minimum 2 years of experience in the financial services industry working directly with clients. We offer a competitive benefits package that supports your well-being and future goals: 401(k) matching program Paid time for vacation, volunteering, and sabbatical leave Tuition reimbursement Health, dental, and vision insurance