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Client Experience Concierge

  • ... Posted on: Mar 29, 2026
  • ... DBHW Wealth Partners
  • ... Bellville, Ohio
  • ... Salary: Not Available
  • ... Full-time

Client Experience Concierge   

Job Title :

Client Experience Concierge

Job Type :

Full-time

Job Location :

Bellville Ohio United States

Remote :

No

Jobcon Logo Job Description :

A leading investment management firm in Texas seeks a Client Experience Specialist. This role requires excellent communication and organizational skills to enhance client interactions in our Wealth and Tax & Accounting departments. You will manage calendars, maintain workflows, and ensure smooth operations. Applicants should have a high school diploma and clerical experience. This full-time position offers comprehensive benefits including health insurance and a 401k plan. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 29, 2026

Reference Number:

14660_FD921EFE96ECC1C86AE980247727739F

Employment:

Full-time

Salary:

Not Available

City:

Bellville

Job Origin:

APPCAST_CPC

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A leading investment management firm in Texas seeks a Client Experience Specialist. This role requires excellent communication and organizational skills to enhance client interactions in our Wealth and Tax & Accounting departments. You will manage calendars, maintain workflows, and ensure smooth operations. Applicants should have a high school diploma and clerical experience. This full-time position offers comprehensive benefits including health insurance and a 401k plan. #J-18808-Ljbffr

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