Client Service Associate - Wealth Desk Support
PowerToFly
PowerToFly is seeking a Registered Client Service Associate located in Menlo Park, California. In this role, you will provide exceptional support to Financial Advisors and clients, assisting with service requests and account management. The ideal candidate should possess knowledge of financial services, strong interpersonal skills, and advanced Microsoft Office capabilities. This role requires a client-first mindset and the ability to thrive in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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