About the role

  • 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

Benefits

  • Health insurance
  • 401(k)
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities

Job title

Client Operations Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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