Wealth Client Success Specialist
Corient Private Wealth LLC.
Corient Private Wealth LLC. in San Antonio, TX, is seeking a Client Success Specialist II to act as the central point of contact for client requests. The ideal candidate will have a Bachelor's degree, 3-5 years of relevant experience, and proficiency in Salesforce and other tools. Responsibilities include coordinating between clients and advisors, managing daily communications, and supporting client data inputs. The firm values flexible, detail-oriented team players who excel in communication and organizational skills. #J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 5 days ago
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