Client Relations & Operations Specialist

A financial services firm in Berwyn, PA, is seeking an experienced Client Relationship & Operations Associate to manage client interactions and daily operations. This role entails addressing client inquiries, onboarding new accounts, and preparing materials for meetings. Candidates should possess a strong attention to detail, communication skills, and at least 2 years in a client-facing role. A proficiency in Microsoft Office and CRM software is essential. Competitive salary and benefits offered. #J-18808-Ljbffr