Client Operations Specialist - Financial Services
Heritage Planning Partners
A financial services firm located in Chicago is seeking an Operations Associate to manage client accounts and prioritize tasks. The ideal candidate will handle client inquiries, ensure documentation accuracy, and collaborate with various departments. A Bachelor's degree and proficiency in Microsoft applications are required, along with strong organizational skills. This position offers an opportunity for those looking to grow within the financial sector and may require a life/health insurance license. #J-18808-Ljbffr Heritage Planning Partners
Vacancy posted 4 days ago
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