Client Experience Specialist II - Windsor
1 month ago

Job summary
We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.
Responsibilities
- Respond to client inquiries via telephone, email, video conference and in person ,
- Schedule and manage Advisor/Client Appointments and events, ,
- Handle all client requests with the Advisor and/or the team within pre-defined SLA's,
Job description
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