Wealth Management: Client Experience & Ops Associate
TalentLink Solutions
TalentLink Solutions is seeking a Client Service Associate in Farmington, CT to be the face and voice of the firm and support one of our senior advisors. This role emphasizes proactive client service, detail-orientation, and professionalism in a fast-paced environment. The ideal candidate will handle client interactions, meeting scheduling, document preparation, and coordination with CPAs and attorneys, leveraging CRM and planning tools. #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 2 days ago
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