Client Data & Success Coordinator
Cain Watters & Associates
Cain Watters & Associates seeks a Client Success Coordinator to assist the Client Success Specialists by gathering and providing new client data to the financial planning department, while ensuring confidentiality of client information. Primary duties include data entry, updating client accounts, and maintaining precise records. The role requires strong Excel skills, reliability, and the ability to manage multiple priorities in a fast-paced office setting. #J-18808-Ljbffr Cain Watters & Associates
Vacancy posted 3 days ago
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