Customer / Client Support Specialist jobs in Full Time
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Found 4 jobs using the terms 'partnership or potential or with or future or succession or opptunity or at or wealth or management or firm or in or new or jersey. or statecode:"nj"'
Stewardship Advisors is seeking a full-time Client Services Coordinator / Customer Service Representative to provide outstanding client care and excep
Day-to-day operational and administrative duties of servicing and maintaining sophisticated, high-value client relationships.
Job Purpose: The main purpose of the Client Services Lead position is to service all administrative activities related to clients’ financial lives....
Duties include preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.