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Client Relationship Manager HelpDesk/Support Customer Service Rep Customer Success Mgr./ CSM

Wealth Client Success Specialist

Job in Morristown, Hamblen County, Tennessee, 37815, USA
Listing for: Corient
Full Time position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, HelpDesk/Support, Customer Service Rep, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management platform in Morristown, TN, is seeking a Client Success Specialist. This role involves serving as the main point of contact for client requests, coordinating between clients and advisors, and ensuring comprehensive communication of client needs. The ideal candidate will hold a bachelor's degree and have 3-5 years of experience, preferably in a customer service environment. The position offers a supportive team-centered atmosphere with a focus on client satisfaction.
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