Quality & Client Experience Integration Associate
Cerity-Partners
Cerity-Partners in New York is looking for a Quality and Planning Integration Associate to ensure adherence to service standards and facilitate colleague integration. This role collaborates with colleagues and practices for optimal service delivery, emphasizing client experience. The ideal candidate will have over 5 years of experience in client-facing roles within financial planning and wealth management, with a strong understanding of tools such as eMoney, Salesforce, and analysis skills. A Bachelor's degree and relevant certifications are required along with excellent communication and consulting skills. #J-18808-Ljbffr Cerity-Partners
Vacancy posted 4 days ago
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