About this role
Client Service Lead at Ci. Location: New York City, New York, United States. Role: leading team, overseeing operations, managing escalations Requirements: Bachelor's degree required; 5+ years in financial services with 3+ years in a leadership role; advanced proficiency in Salesforce, Addepar, Microsoft Office/Excel; strong leadership, strategic thinking, escalation management, and communication skills. Category: Customer Service Seniority: Senior Level Tools: Salesforce, Addepar, Microsoft Office Suite, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: English