Client Onboarding & Service Specialist II
CI Financial
Corient seeks a detail-oriented Client Operations Associate to onboard new clients, reconcile accounts, and maintain records in line with firm standards. You will deliver exceptional service, educate clients on account services, and support monthly, quarterly, and annual reporting while collaborating across teams. The role requires a BA/BS and at least two years in financial services, with experience in RIAs preferred; strong communication and MS Office skills are essential. #J-18808-Ljbffr CI Financial
Vacancy posted 2 days ago
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