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Client Success & Onboarding Specialist

CORDA Investment Management

CORDA Investment Management is seeking a detail-oriented Client Support Specialist to join their Operations team. This role is crucial in ensuring clients feel supported throughout their journey with CORDA, guiding them through onboarding and ongoing account needs. The ideal candidate will have 2+ years in financial services operations, experience with Salesforce, and exceptional organizational abilities. If you thrive in a collaborative environment and enjoy problem-solving, we invite you to apply. #J-18808-Ljbffr

Vacancy posted 1 day ago
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