Client Services & Onboarding Specialist
Phillips Wealth Planners
Phillips Wealth Planners in Starkville, MS seeks a Client Services Associate to support our financial advisors with daily client interactions, scheduling, and onboarding. You will manage phone and email inquiries, update records, and coordinate follow-ups to ensure a smooth client experience. We value accuracy, confidentiality, and professional conduct when handling sensitive financial information, while collaborating with advisors and operations staff to resolve routine service issues. #J-18808-Ljbffr
Vacancy posted 1 day ago
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