Senior Client Service Associate - Rancho Santa Fe, CA
1 month ago
Job summary
Bull Oak Capital es una RIA independiente que ofrece planificación financiera y gestión de inversiones pragmáticas. Se busca un Asociado Servicio al Cliente Senior con experiencia.Responsibilities
- Garantizar que todas las tarea operativas sean completadas a tiempo.
- Mantener los altos estándares del servicio al cliente incluyendo entornos físicos y virtuales.
Job description
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