About this role
Client Service Lead at Ci. Location: Morristown, New Jersey, United States. Role: leading team, overseeing operations, coaching staff Requirements: Bachelor's degree, 5+ years in financial services (3+ years in leadership), strong communication, CRM and Excel proficiency, experience leading teams and driving process improvements. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Addepar, Microsoft Office, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: English