Client Service Associate: Financial Planning & Admin
Threadneedle group
Threadneedle group is seeking a Client Service Associate in Westlake Village, California. The role involves supporting advisors and clients by handling data, preparing financial plans, and processing transactions. You will ensure efficient submission of new business paperwork and coordinate marketing events. The ideal candidate should have an Associate degree and 3-5 years of experience in a client service environment, along with strong analytical and organizational skills. This is a full-time position requiring in-office collaboration. #J-18808-Ljbffr Threadneedle group
Vacancy posted 3 days ago
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