Sales Operations Business Partner working with global Sales leaders on key projects and initiatives. Delivering business insights and driving operational efficiency in the global Sales organization.
FM
Hybrid Client Operations Associate
Posted 3 months ago
About the role
- 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
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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