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Top Customer Success Jobs in Boston, MA
Fintech • Software • Financial Services
The Client Service Associate will support clients by processing requests, facilitating trades, and enhancing their experience with the CAIS platform while collaborating with various teams.
Top Skills:
Crm ProgramsMS Office
Fintech • Software • Financial Services
The role involves delivering exceptional client service across all investment processes, managing client relationships, and collaborating with internal teams to enhance service delivery.
Top Skills:
Microsoft Office SuiteSalesforce
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