Wealth Management Client Services Associate
TalentWealth
TalentWealth is seeking an experienced Client Services Associate for an established wealth management firm in Owensboro, KY. The role provides proactive support to financial advisors and assists with client service and account maintenance. Responsibilities include client inquiries, data entry, preparing documents, and using portfolio software. Strong communication and organizational skills are essential; FINRA licenses preferred or willingness to obtain. #J-18808-Ljbffr TalentWealth
Vacancy posted 1 day ago
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