Wealth Client Experience Specialist II
CI Financial
Corient seeks a detail-oriented Client Services professional to serve as the central point of contact for client requests and coordinate across the advisory team. You will input data into Salesforce, generate portfolio reports, and manage documents while maintaining confidentiality and strong client focus. The role requires a Bachelor’s degree and 3–5 years of experience, with proficiency in Salesforce and MS Office. #J-18808-Ljbffr CI Financial
Vacancy posted 23 hours ago
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