Client Service Specialist

Registered Assistant – Financial Planning Firm Heritage Financial Consultants, a successful wealth management and financial planning firm, has an exciting opportunity for someone to join one of the partner’s teams in the Sarasota, FL Office. The goal is for the candidate to quickly become an integral member of the team, overseeing processes and systems while serving as the first line of client support to ensure consistent, high-quality client experience in every category. Key Responsibilities :…