Senior Client Experience Lead - White-Glove Wealth Services
$11 - $29 per hourH&R Block
A financial services company in New York seeks a Senior Client Engagement Specialist. This role involves partnering with RIA-referred clients to deliver exceptional service and ensure client satisfaction. Responsibilities include onboarding clients, managing expectations, and training Tax Advisors. Candidates should have experience in financial services, a relevant degree, and proficiency in Karbon. The company offers a competitive pay range of $11.00 - $29.00 per hour and various employee benefits. #J-18808-Ljbffr
Vacancy posted 3 days ago
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