Wealth Client Services Specialist II
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Corient Services LLC is seeking a client services specialist to act as the central liaison for client requests, coordinating between clients, advisors, and support teams. You will input data into Salesforce, prepare portfolio reports, and schedule meetings with clients.
Requires a Bachelor’s degree and at least 5 years of experience with Salesforce, portfolio accounting software, and Docu Sign. Strong communication, organizational, and confidentiality skills are essential in a fast-paced wealth
Are you ready to take on the Wealth Client Services Specialist II role at Corient Services LLC?
We are seeking a motivated Wealth Client Services Specialist II to join Corient Services LLC in Denver, CO, United States.
Consider building your career as a Wealth Client Services Specialist II at Corient Services LLC.
The Wealth Client Services Specialist II position in the Human Resources, Sales field is open for applications.
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