Client Onboarding & Operations Specialist
CORDA Investment Management
CORDA Investment Management in Dallas is seeking a detail-oriented Client Support Specialist to join their Operations team. In this role, you will guide clients through the onboarding process and support ongoing account needs while maintaining accurate client records. The ideal candidate will have 2+ years of experience in financial services operations and be proficient in Salesforce. This position offers a collaborative team environment with a focus on client satisfaction. #J-18808-Ljbffr CORDA Investment Management
Vacancy posted 1 day ago
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