Client Services & Admin Manager for Financial Advisors
Steward Partners
Steward Partners is seeking a Registered Client Administrative Manager in Winnetka, IL. You will support Financial Advisors with client onboarding, order input, and ongoing service, while maintaining relationships and preparing materials for meetings. The role requires 2+ years in financial services, FINRA licenses, and strong organizational and communications skills. A professional, team-oriented mindset and ability to handle multiple tasks in a fast-paced environment are essential. #J-18808-Ljbffr Steward Partners
Vacancy posted 1 day ago
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