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Client Success Specialist - Wealth & Advisory
Job in
Columbia, Warren County, New Jersey, 07832, USA
Listed on 2026-03-10
Listing for:
Corient
Full Time
position Listed on 2026-03-10
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Location: Columbia
A wealth management company in Morristown, NJ is seeking a Client Success Specialist to serve as a primary contact for clients, coordinating requests and communications. The ideal candidate has a Bachelor's degree, 3-5 years of experience, and familiarity with Salesforce and customer service.
This role offers a competitive salary between $70,000 – $90,000 along with a comprehensive benefits package including a 401(k) and medical options.
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