Private Wealth Client Experience Associate
Credentwealth
Credentwealth is seeking a Client Service Associate in Plano, Texas, to support Wealth Advisors and deliver a superior client experience. The role involves managing client accounts, processing transactions, and assisting with compliance requirements. The ideal candidate will possess a High School Diploma, with an Associate's degree in finance or Business Administration being a plus, alongside 1+ years of relevant experience and customer service skills. Series 65 licensing is also required. #J-18808-Ljbffr
Vacancy posted 1 day ago
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