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Wealth Client Services Specialist II

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Corient is seeking a Client Services/Operations professional to serve as the central point of contact for client requests, coordinating with advisors and support teams to ensure timely execution. You will handle daily client communications and support data input for prospecting and reporting. The role requires at least 3–5 years of experience, a Bachelor's degree, and proficiency with Salesforce and related tools. Onsite 4 days/week with strong confidentiality and team collaboration. #J-18808-Ljbffr ci

Vacancy posted more than 2 months ago

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