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Site Wealth Client Services Manager
Job Description & How to Apply Below
Location: Village of Tarrytown
A financial management company is seeking a Client Service Manager for their Tarrytown location. The role involves onboarding high-net-worth clients, managing client relationships, and ensuring accurate completion of client paperwork. Candidates should have a strong background in client servicing, excellent communication skills, and proficiency in Salesforce and Microsoft Office. The position offers a salary of $55K to $60K with comprehensive benefits.
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