Brokerage Client Services Associate for Financial Advisors
Aplaro Ltd
Aplaro Ltd in the United States is seeking an in-office Financial Services Assistant to support Financial Advisors with client servicing, plan preparation, market research, and executing client trades as directed. This role requires reviewing new business paperwork, data entry in Salesforce, managing calendars, and coordinating meetings, while maintaining professional client interactions and compliance. #J-18808-Ljbffr Aplaro Ltd
Vacancy posted 2 days ago
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