Wealth Management Client Services Specialist II
Corient Services LLC
Corient Services LLC is seeking a skilled Client Services/Wealth Management support professional in Fort Lauderdale to act as the central contact for client requests. You will coordinate with clients, advisors, and support teams to execute tasks, address needs, and manage documentation efficiently. The candidate will input data into Salesforce, generate reports, and assist with prospecting. A 5+ year customer service background and strong communication skills are required. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 16 hours ago
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