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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Remote Client Services Lead - Tax Advisory & Onboarding in nj at Unknown Company
This position is listed as full time and able to be worked remotely.