Client Success Specialist II – Wealth Advisory
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-03-05
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A private wealth management firm in Morristown, NJ, seeks a Client Success Specialist. In this role, you'll be the main contact for clients, ensuring their needs are met and facilitating communication with the advisory team. Applicants should have a Bachelor's degree and 3-5 years of relevant experience. Familiarity with Salesforce and strong communication skills are essential.
This role offers a competitive salary, and benefits including medical and retirement plans.
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