Wealth Tech Solutions Specialist

A leading advisory firm in Newport Beach is seeking a Client Solutions Specialist to implement client solutions and support workplace retirement technology. The ideal candidate will have 3-5 years of experience in wealth management and strong knowledge of Salesforce, eMoney, and Excel. Responsibilities include managing operations of the Pontera platform and providing service support to advisors. This role emphasizes a client-first approach and exceptional organizational skills. #J-18808-Ljbffr