Client Services Associate, Financial Advisory
SUMMIT FINANCIAL GROUP INC
Summit Investment Advisory Group LLC in Perkasie, PA seeks a Client Associate to deliver operational and sales support within a professional financial advisory environment. This role will be the primary client contact and support ongoing office initiatives. The ideal candidate will have experience in financial services, strong client service skills, and proficiency with MS Word, Excel, and CRM. A degree in a business-related field is preferred, with additional licenses pursued as needed. #J-18808-Ljbffr SUMMIT FINANCIAL GROUP INC
Vacancy posted 3 days ago
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