Client Success Manager

Corient TechBoston, MA
464d

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About The Position

The Client Success Manager at Corient is responsible for overseeing a team that delivers exceptional client service and administrative support, focusing on wealth planning and investment-related responsibilities. This role emphasizes collaboration with various departments to enhance client relationships and ensure compliance with industry standards. The manager will also play a key role in training team members and optimizing workflows to improve the overall client experience.

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