What are the responsibilities and job description for the Client Experience Specialist position at Clark Wealth Partners?
About Clark Wealth Partners
Clark Wealth Partners is a rapidly expanding, client-centric RIA firm dedicated to delivering comprehensive financial planning and investment management services. Our team takes pride in providing wisdom and guidance to our clients, symbolized by our firm's owl logo.
We are seeking a highly skilled Client Service Associate (CSA) to join our team and play a vital role in ensuring an exceptional client experience.