Senior Client Service Specialist

Job Summary

  • Benefits:

    Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Parental Leave, Retirement Savings, Disability, Paid Holidays, Paid Time Off

  • Location:

    Cincinnati, OH, Dallas, TX, Indianapolis, IN

  • Type:

    Full-time

  • Categories:

    Customer Service, Nonprofit, Consulting

  • Company:

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  • Summary:

    Provide day-to-day support for institutional client relationships by coordinating investment activities, processing client cash needs, and leading communication efforts with custodians and investment managers to resolve operational inquiries.

  • Job Description

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