Financial Advisory Client Services Associate

ROCS Grad Staffing

ROCS Grad Staffing seeks a client-focused administrative associate for a growing financial advisory practice in Fairfax, VA. You will answer calls, schedule meetings, prepare client paperwork, and manage account opening tasks across RedTail, Addepar, eMoney, and Albridge. If you are organized, a strong communicator, and eager to support client relationships, this collaborative role offers growth and meaningful service. #J-18808-Ljbffr ROCS Grad Staffing

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Vacancy posted 4 days ago

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