Wealth Management Client Experience Specialist
Vista Wealth Solutions
Integrity Advisors Pension Consultants is seeking a Client Services Associate in Armonk, NY. The position involves coordinating client services, managing account applications, and ensuring smooth onboarding. The ideal candidate will have a Bachelor's degree and 2-3 years' experience in financial services, with strong multitasking abilities and attention to detail. This role is vital to our commitment to client success, ensuring accurate and warm interactions throughout the client experience. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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