Wealth Management Client Services Lead
PowerToFly
PowerToFly is looking for a Wealth Management Associate in Portland, Maine, to support financial advisors while ensuring exceptional client service. The successful candidate will help build client relationships, assist with digital marketing, and manage various operational support tasks. Qualities include strong organizational and interpersonal skills, adaptability, and a goal-oriented mindset. The candidate will work closely with teams to enhance the client experience and assist with financial planning and reporting. #J-18808-Ljbffr PowerToFly
Vacancy posted 4 days ago
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