Client Service Specialist - Lutherville
1 month ago
Job summary
We are seeking a Client Service Specialist for our Lutherville, MD office who has client service experience, ideally with a financial services company.This position will work within our Client Services Team to fulfil client needs including Charles Schwab account onboarding and servicing, money movement and client communication.
- Enhancing the client's experience through friendly, professional interaction with clients coming into the office
- Communicating with private wealth clients to ensure their requests are quickly completed including opening investment accounts, processing client requests, resolving inquiries and providing guidance
Job description
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