Wealth Client Services Specialist
Dormont Manufacturing Company
Dormont Manufacturing Co in Scottsdale, Arizona is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. Candidates will assist with client needs, execute transactions, and manage accounts. The ideal candidate will have strong interpersonal skills, a high school diploma, and preferably a college degree along with industry certifications like Series 7 and 66. This role offers a dynamic work environment with opportunities for growth and support. #J-18808-Ljbffr
Vacancy posted 3 days ago
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...Description Job Description About Trajan Wealth With over $3 billion in assets under... ...'t refer out critical components of a client's financial life. We bring them... ...Wealth is the company for you! The Client Service Specialist is responsible for processing service...Temporary workWork at office
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