Client Service jobs in Midlothian, VA

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CLIENT SERVICES SPECIALIST

Creating and delivering advanced-planning techniques within the software. Interpreting, prioritizing, and evaluating incoming questions from users. Communicating effectively via phone and email with advisors, assistants, and enter...

CompanyEnvestnet
AddressPowhatan, VA
CategorySales/marketing
Salary$45,000 - $65,000 a year
Job typeFull-time
Date Posted 2 months ago See detail

Client Services Specialist

Envestnet

Powhatan, VA

$45,000 - $65,000 a year

Creating and delivering advanced-planning techniques within the software. Interpreting, prioritizing, and evaluating incoming questions from users. Communicating effectively via phone and email with advisors, assistants, and enter...