Customer / Client Support Specialist jobs in Full Time
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OCM Wealth Management is in search of an Associate | Client Services to join their servicing efforts. The candidate will provide support to an adv...
Support for Portfolio Managers in the delivery of financial & investment planning and advice to deliver an exceptional client experience.
This is a practicing professional acting both as an advocate for members' financial wellness & as relationship management support to the Advisor Team.
This role will lead client engagement for Delta Community ensuring all clients receive prompt service and take ownership for member resolution.