Remote Client Services & Onboarding Specialist
MY Wealth Planers
New York, NY
- Remote job
MY Wealth Planers is seeking a detail-oriented and self-directed Client Service Associate to support our operations remotely. This role involves managing client onboarding processes, processing service requests, and maintaining CRM data integrity. The ideal candidate will have 2-3 years of relevant experience within a Registered Investment Advisor firm and possess excellent organizational and communication skills. If you thrive in a collaborative environment and are committed to exceptional client service, we want to hear from you! #J-18808-Ljbffr MY Wealth Planers
Vacancy posted 2 days ago
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