Client Services Specialist for Financial Advisors
Cetera Financial Group
Cetera Financial Group in Minnetonka, MN is seeking a Client Services Representative to serve as a primary contact between Financial Advisors and clients, delivering exceptional service and supporting advisor operations. The role involves managing administrative tasks, preparing client materials, and ensuring timely follow-through on requests and regulatory requirements. Responsibilities include scheduling, document processing, client communications, event coordination, records management, and #J-18808-Ljbffr Cetera Financial Group
Vacancy posted 5 days ago
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