d8e7c391-d989-497b-9027-cc4a48287c93

Client Success Specialist

d8e7c391-d989-497b-9027-cc4a48287c93 · Full Time · 3 hours ago

United States 2-5 yrs exp Sales

The Client Success Specialist provides technical support and guidance to retirement investment customers regarding IRA account activity and recordkeeping. They manage inbound and outbound communications while collaborating with internal teams to ensure compliance and accurate account administration.

spanish
customer-experience
client-experience
technical-support
communication
microsoft-office
operations
fintech
documentation
client-service
compliance

spanish customer-experience client-experience technical-support communication microsoft-office operations

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Remote Job Openings at d8e7c391-d989-497b-9027-cc4a48287c93 (1)

Client Success Specialist