Client Relations & Advisor Support Lead
Barnum Financial Group Tri State
A financial services company in Woodbridge Township, New Jersey, is seeking an Advisor Support role to manage correspondence and enhance client relationships. The ideal candidate should be detail-oriented, organized, and comfortable in a fast-paced environment, with skills in Microsoft Office. Experience in Salesforce and licensing is a plus. This position requires proactive communication and collaboration to assist the Advisor effectively. #J-18808-Ljbffr
Vacancy posted 4 days ago
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