Client Relationship Specialist

Forgent Ltda. in East Anaheim, CA is seeking a personable coordinator to run the firm's seminar program, handle guest check-in, and set up events. You will be the warm first voice and face that starts client relationships for our growing financial planning practice. In addition to events, you'll assist with client onboarding, Redtail CRM usage, and various projects that keep the office running smoothly. This full-time, in-office role offers a clear path to office or operations management and a