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Wealth Advisory Client Services Analyst

$75k - $125k

711 MS Smith Barney, LLC

711 MS Smith Barney, LLC in Palo Alto seeks a Consulting Group Analyst to support Financial Advisors and ensure exceptional service. The role focuses on client service, digital marketing, and financial reporting, requiring over 5 years of relevant experience and active financial licenses. The ideal candidate possesses strong organizational and communication skills, with expertise in MS Office. The position offers a salary range of $75,000 to $125,000 per year, along with potential bonuses and benefits. #J-18808-Ljbffr 711 MS Smith Barney, LLC

Vacancy posted 3 days ago
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