Client/Customer Support Rep
The Quest Organization
The Quest Organization is a growing private investment and wealth management firm focused on delivering exceptional client service and operational excellence. This role is ideal for a detail-oriented professional who enjoys building client relationships, supporting advisors, and ensuring a seamless client experience.
Responsibilities include onboarding, account maintenance, documentation, and preparing client reports, while collaborating with advisors and internal teams to resolve requests
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Vacancy posted 2 days ago
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