Client Service & Records Operations Specialist
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Administrative/Clerical
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Customer Service/HelpDesk
Job Description & How to Apply Below
Matter Family Office seeks a Client Service Specialist to support the client service team and the wider firm. Responsibilities span data entry, CRM updates, and document management, with emphasis on accuracy, organization, and access control for client records.
The role includes collaborative entity management, periodic audits, and training new staff on the document management system. A notary commission or willingness to obtain one is required, with preference for a Bachelor's degree.
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Learn more about the Client Service & Records Operations Specialist role in the description above.
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