Client Experience Coordinator (Financial Services)
Summit Solutions
Summit Solutions is seeking a Customer Service Representative to support families on their financial planning journey. You'll coordinate appointments, manage communications, and assist with administrative processes, ensuring clients feel informed and valued from the first contact. You will interact with clients via phone, email, text, virtual meetings, and occasionally in person, with flexible full-time or part-time hours in a growth-oriented financial services environment. #J-18808-Ljbffr Summit Solutions
Vacancy posted 2 days ago
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