Senior Client Service Associate - Wealth Management
Leverage Planners
Leverage Planners LLC in Bellevue is seeking a Senior Client Service Associate to act as a primary point of contact for clients and advisors. This full-time position requires a passion for customer service and at least 3 years in the financial services industry. The ideal candidate will have experience with Hubspot CRM, strong organizational skills, and the ability to handle multiple tasks effectively. Competitive salary and benefits including PTO and medical insurance are offered. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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