Client Experience & Operations Specialist

Pinion Services

  • Kansas City, MO
  • 6 days ago
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    Skills

    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched

    Description

    Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account openings with care and precision, while nurturing relationships through consistent communication and reliability.This role emphasizes high-touch service, CRM mastery, and the ability to pivot between tasks without losing momentum to ensure a smooth client experience and operational excellence.#J-18808-Ljbffr

    Numbers & Facts

    LocationKansas City, MO

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