Client Service Manager - Columbus - Corient Private Wealth LLC

    Corient Private Wealth LLC
    Corient Private Wealth LLC Columbus

    2 days ago

    $65,000 - $120,000 (USD) per year *
    Description
    Job Title: Client Service Manager

    In this role at Corient Private Wealth LLC, you will lead a team of professionals in providing exceptional client service while driving business growth. Responsibilities include creating efficient processes across offices,
    leading direct reports and supporting additional team members,
    responding promptly to client or advisor issues,
    analyzing business metrics using Salesforce to inform decision-making,
    serving as regional administrator and trainer for the platform;
    managing configurations; participating in strategic meetings to drive improvements.
    • Bachelor's degree from accredited institution.
    • 5-7 years professional experience.
    • 3-5 years managing teams.
    * This salary range is an estimation made by beBee
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