Client Services & Operations Specialist
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Business
Job Description & How to Apply Below
Finaltllc in Spokane, WA seeks a Client Service Specialist to oversee the workload of assistants and lead staff training, ensuring excellent service for clients in person and by phone.
You will establish rapport with clients, screen calls to route account maintenance or portfolio inquiries, and prepare appointments and reviews.
You will process new business and maintenance requests and continually learn the office tools such as Once Hub, Wealthscape, Salesforce, and Quik!
Forms.
For the Client Services & Operations Specialist position at Finaltllc, we are reviewing applications now.
The position is based in Spokane, WA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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