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Client Relationship Manager Customer Service Rep

Client Experience Coordinator

Job in Toledo, Lucas County, Ohio, 43614, USA
Listing for: Croak Capital
Full Time position
Listed on 2025-12-09
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Service Associate to enhance client experiences through effective scheduling, communication, and CRM management. In this role, you will ensure seamless execution of client meetings and manage service requests with professionalism. Ideal candidates have over 3 years in a client service role, possess strong organizational skills, and are detail-oriented. A flexible PTO policy and competitive compensation package are included in this opportunity.
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