Hybrid Client Onboarding & Support Specialist
CORDA Investment Management, LLC
CORDA Investment Management, LLC is seeking a detail-oriented Client Support Specialist to join our Operations team in Houston or Dallas. This role focuses on providing exceptional service and support to our clients during the onboarding process and ongoing account management. The ideal candidate will have a minimum of 2 years of experience in client support within financial services, possess strong organizational skills, and be proficient in Salesforce. If you are passionate about helping clients and thrive in a collaborative environment, we encourage you to apply. #J-18808-Ljbffr CORDA Investment Management, LLC
Vacancy posted 3 days ago
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