Client Operations Associate providing support for client onboarding and ongoing relationship management at Farther, a wealth management firm. Ensuring client satisfaction and maintaining records in a collaborative environment.
Responsibilities
Assist with client onboarding and ongoing support
Collaborate with advisors to ensure client satisfaction
Maintain accurate client records and documentation
Handle client inquiries and provide timely resolution
Requirements
1+ years experience in client operations or related field
Strong communication and interpersonal skills
Ability to work independently and in a team environment
Proficiency in technology and software applications
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