About this role
Client Service Manager at Advyzon. Location: Lisle, Illinois, United States. Role: managing onboarding, supporting advisors, resolving issues Requirements: Bachelor's degree required; strong written and verbal communication; Microsoft Office proficiency; customer-first mindset; experience with onboarding, custody paperwork, reconciliation, and advisor support; ability to work remotely and occasionally weekends. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English