Financial Planning Client Services Specialist
$64.1k - $88.1kThreadneedle group
Threadneedle group in Saddle Brook, New Jersey, is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials and managing client interactions. This role involves assisting with financial plans and conducting investment research to enhance client relationships. The ideal candidate will have a Bachelor’s degree, 3-5 years of relevant experience in financial planning, and strong analytical skills. The position offers a base salary between $64,100 and $88,100 per year with a competitive benefits program. #J-18808-Ljbffr Threadneedle group
Vacancy posted 16 hours ago
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