Client Services Lead — Salesforce & Operations

A growing wealth management firm in Columbus, OH is seeking a skilled individual to enhance operational efficiency. The role involves leading a team, resolving client inquiries, and managing Salesforce. Candidates should possess a Bachelor's degree, 5–7 years of relevant experience, and strong communication skills. This position promotes a customer-centric approach and requires travel to nearby states quarterly, alongside physical presence in the office four days a week.
We are looking to fill the Client Services Lead — Salesforce & Operations position at Corient in Columbus, OH, United States. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Client Services Lead — Salesforce & Operations role in the description above. We appreciate your interest in this position.