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Gleason Group Operations Specialist

The Gleason Group
Prospect, KY Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

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.

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Job openings at The Gleason Group

The Gleason Group
Hired Organization Address Prospect, KY Full Time
Key Responsibilities Manage client relationships and respond to client inquiries in a timely and effective manner. Maint...
The Gleason Group
Hired Organization Address Prospect, KY Full Time
About The Role We are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at The Gle...
The Gleason Group
Hired Organization Address Prospect, KY Full Time
At The Gleason Group, we are committed to providing exceptional financial planning and wealth management services to our...

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