Wealth Management Client Services Associate
RPOA Advisors Inc
RPOA Advisors Inc in Plano, Texas, is seeking a Client Service Associate to be the primary point of contact for client service-related inquiries. This role involves managing client accounts, addressing requests, and providing support in a fast-paced environment, ensuring high-quality service standards. The ideal candidate has strong client service skills, preferably with a background in finance, and 3 to 5 years of financial services experience. Proficiency in MS Office and experience with CRM platforms are essential. #J-18808-Ljbffr RPOA Advisors Inc
Vacancy posted 4 days ago
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