Wealth Client Services Specialist
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client experience.
The ideal candidate has 2+ years in financial services client service, proficiency with CRM tools, and the ability to manage multiple priorities with strong communication.
This role is for the Wealth Client Services Specialist role at SAVANT.
Join us at SAVANT as our next Wealth Client Services Specialist in Wellesley, MA, United States.
We are currently recruiting a Wealth Client Services Specialist for our team in Wellesley, MA, United States.
This is a great opening to take on the Wealth Client Services Specialist role at SAVANT.
As a Wealth Client Services Specialist, you will play an important part at SAVANT in Wellesley, MA, United States.
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