Wealth Management Client Service Lead
Corient Private Wealth LLC.
Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related activities and drive continuous improvement. The role demands 5+ years in financial services with leadership experience, superb communication, and strong CRM/Excel skills. #J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 5 days ago
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