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Client Services Lead — Salesforce & Operations

Corient

A growing wealth management firm in Columbus, OH is seeking a skilled individual to enhance operational efficiency. The role involves leading a team, resolving client inquiries, and managing Salesforce. Candidates should possess a Bachelor's degree, 5–7 years of relevant experience, and strong communication skills. This position promotes a customer-centric approach and requires travel to nearby states quarterly, alongside physical presence in the office four days a week. #J-18808-Ljbffr Corient

Vacancy posted 2 days ago
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