Client Service Expert

3 weeks ago


Potomac, Maryland, United States PathStone Full time
Job Overview

We are seeking a highly skilled and detail-oriented professional to support our Client Advisory Team in all aspects of client service, daily operations, and special projects.

This role will involve providing exceptional support to Directors and Managing Directors across the firm, communicating with clients directly via phone, zoom, and in-person meetings, and resolving issues proactively.



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