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Remote Client Services Lead - Tax Advisory & Onboarding
Remote / Online - Candidates ideally in
Franklin, Sussex County, New Jersey, 07416, USA
Listed on 2026-08-09
Franklin, Sussex County, New Jersey, 07416, USA
Listing for:
Tax Brilliance Inc.
Full Time, Remote/Work from Home
position Listed on 2026-08-09
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
A financial services firm is seeking a Client Services Manager to enhance client onboarding and document management processes. This full-time position, fully remote, requires strong communication skills and attention to detail. Responsibilities include managing client information, ensuring timely follow-ups, and supporting advisors. The ideal candidate has 2+ years of experience in client service, is tech-savvy, and values a high-touch client experience.
Join a collaborative culture that emphasizes growth and integrity.
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