Client Relationship Specialist - Investment Advisory
Broughton Group
Broughton Group is excited to announce a full-time opportunity for a Client Relationship Specialist in Newtown, Pennsylvania. This position involves providing support to senior investment consultants, managing client accounts, and facilitating communication with corporate headquarters. The ideal candidate should have a business degree and 4 to 10 years of experience in financial services, along with strong communication and organizational skills. Proficiency in Microsoft Office Suite is essential. #J-18808-Ljbffr Broughton Group
Vacancy posted 1 day ago
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