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Description
This position reports to the Director of Client Operations
The Client Operations Specialist is responsible for assisting in the preparation, processing, servicing and maintenance of client plans through custodial paperwork and internal CRM and reporting systems. This role works directly with Client Experience Coordinators and other Operations Team members to provide the necessary materials and communication to effectively execute custom built plans which connect the client's wealth with their purpose.
ESSENTIAL DUTIES RESPONSIBILITIESÂ
#ZR
Requirements
OTHER SKILLS
Full Time
$82k-106k (estimate)
05/10/2024
07/09/2024
The job skills required for Client Operations Specialist include Problem Solving, Insight, Project Management, Attention to Detail, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Operations Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Operations Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Operations Specialist positions, which can be used as a reference in future career path planning. As a Client Operations Specialist, it can be promoted into senior positions as a Business Process Optimization Specialist V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Operations Specialist. You can explore the career advancement for a Client Operations Specialist below and select your interested title to get hiring information.