Client Support Specialist

4 days ago


Naples, Florida, United States Moors & Cabot Inc Full time
About the Role

The Client Support Specialist will play a critical role in delivering high-quality service to our clients. This includes communicating with clients via phone, email, or other mediums, planning and arranging client meetings, and documenting and executing money moves.

This full-time role reports to the Branch Manager and requires strong communication and problem-solving skills. The ideal candidate will have 0-3 years of relevant experience and be SIE licensed or able to attain within the first year of employment.



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