Client Relationship Management Specialist

4 weeks ago


Oak Brook, Illinois, United States Private vista Inc Full time
Job Overview

Private Vista Inc. is seeking a highly skilled Client Relationship Management professional to join our team. As a key member of our operations team, you will be responsible for delivering exceptional client service and support.

Key Responsibilities:

  • Client Onboarding: Coordinate the onboarding process for new clients, ensuring a seamless transition and excellent client experience.
  • Relationship Management: Develop and maintain strong relationships with clients, providing proactive and responsive communication and support.
  • Operational Support: Assist with operational projects and initiatives, ensuring the smooth functioning of our business.

Requirements:

  • Bachelor's degree in finance or a related field.
  • Previous experience in a client service role within a financial services or investment advisory firm.
  • Excellent organizational, communication, and interpersonal skills.
  • Strong commitment to client confidentiality and ethical conduct.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A collaborative and supportive work environment.

Apply Now:

If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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