Wealth Management Client Service Associate (Series 7 & 66)
Qualified Professional & Technical
Qualified Professional & Technical in Michigan is seeking a detail oriented Financial Services Client Service Associate to support Financial Advisors and their clients, delivering exceptional service in a fast-paced wealth management environment. You will act as the primary contact for clients, handle administrative tasks, open accounts, process paperwork, and help coordinate meetings and client communications while maintaining accurate records. #J-18808-Ljbffr Qualified Professional & Technical
Vacancy posted 2 days ago
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$50k - $100k
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