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Wealth Client Services Specialist II

corient servicesColumbus, OHSenior L5
Corient Services LLC is a leading wealth manager serving high- and ultra-high-net-worth clients. This role focuses on delivering exceptional client service, coordinating between clients and advisory teams, and maintaining accurate data in Salesforce and related systems. The position requires a Bachelor's degree and 3–5 years in client service, with strong communication and confidentiality. Onsite work four days a week with comprehensive benefits is provided.
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Level

Senior L5

Location

Columbus, OH

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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