Senior Client Services & Ops Analyst
Bluespring Wealth Partners, LLC
A respected financial advisory firm in Roseville, CA is seeking a Senior Client Service Associate. This role involves managing client reporting, ensuring data integrity, overseeing billing processes, and improving workflows within CRM systems. The ideal candidate has a strong background in financial services, excellent analytical skills, and experience with Salesforce. Competitive benefits offered. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Vacancy posted 4 days ago
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