Senior Customer Service Representative - Murrieta
1 month ago

Job summary
The Senior Client Service Representative is responsible for delivering exceptional client support to ensure a seamless and positive experience for clients and internal stakeholders. This role is an essential member of the advisory team, acting as a trusted liaison between clients and the firm.Qualifications
- Bachelor's degree in Finance, Business Administration, Economics or a related field.
- 5-7 years of experience in client service customer support or related role within wealth management financial services industry.
Job description
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