Customer / Client Support Specialist Full Time jobs in Experienced
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Found 3 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"'
Day-to-day operational and administrative duties of servicing and maintaining sophisticated, high-value client relationships.
Duties include preparation for client review meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.
Job Purpose: The main purpose of the Client Services Lead position is to service all administrative activities related to clients’ financial lives....