8a78826751d3645501521809b9c50bfd
EPI Financial Group is seeking a Client Service Specialist to serve as a key liaison between clients and advisors, ensuring exceptional service and support. The role involves coordinating client needs, processing documentation, and maintaining accurate records within the firm's CRM. This position aims to enhance the overall client experience through professional communication and efficient service request management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a78826751d3645501521809b9c50bfd.
15% below the average for this role