Client Service Specialist

Job Summary

  • Benefits:

    Health Insurance, Dental Insurance, Vision Insurance, Gym / Health Stipend, Retirement Savings, Education Assistance, Paid Time Off, Career Development

  • Location:

    McLean, VA

  • Type:

    Full-time

  • Categories:

    Customer Service

  • Company:

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  • Summary:

    Provide comprehensive client service and support for advisors, ensure accuracy in documenting client tasks, prepare for client meetings, and monitor account activity to resolve issues and meet client needs effectively.

  • Job Description

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