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Posted 05/01/2024
Client Service Manager
The Client Service Manager (CSM) will support the Financial Representatives in providing excellent client care through administrative support that expedites client service and investment needs. Excellence is established by researching and responding to client issues such as system access and navigation, account maintenance and inquiries, and ensuring timely and accurate processing and service quality. The Client Service Manager is the face of the firm and the client advocate. The CSM will collaborate
Greater Horizon Financial Group - Northwestern Mutual