Customer / Client Support Specialist jobs in United States
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Found 4 Employer, 1-4 years jobs
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.
A rare opportunity to learn theory and practice details of a financial advisory practice and valuable experience in managing client relationships.
Gain comprehensive experience with fast-growing $350M AUM financial planning practice. Multiple opportunities for advancement.