What are the responsibilities and job description for the Gleason Group Operations Specialist position at The Gleason Group?
The Gleason Group is a leading provider of financial planning and wealth management services. We are dedicated to helping our clients achieve their financial goals through personalized support and attention.
We are currently seeking a highly motivated and organized Client Service Specialist to join our team. In this role, you will be responsible for managing client relationships, responding to client inquiries, and resolving issues in a timely and effective manner.
You will also be responsible for maintaining accurate records, tracking client interactions, and providing feedback to improve our client experience.
