Customer / Client Support Specialist Full Time jobs in Experienced
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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.
As a Sr. Client Success Manager, you will be responsible for working directly with our amazing clients to bring them onboard at Facet Wealth.