Join a growing financial services organization where creating exceptional client experiences is the top priority! We're seeking a Client Development Specialist to serve as the first point of contact for prospective clients and help guide them through a smooth, professional onboarding process.
This role is perfect for someone who enjoys building relationships, staying organized, coordinating multiple projects, and delivering outstanding customer service. You'll work closely with advisors and internal teams to ensure every client receives a welcoming and seamless experience from their very first interaction.
What we're looking for:
- 2–4 years of client service, onboarding, or relationship management experience
- Excellent communication and organizational skills
- Strong attention to detail and a client-first mindset
- Experience with CRM systems is a plus
If you're looking for a role where you can make a real impact while growing your career with a collaborative team, we'd love to hear from you!
Apply today or contact Lauren (lauren@westphalstaffing.com or 715-845-5569) to learn more about this confidential opportunity.