Advisor Support & Client Services Associate
Saxony Advisors
Saxony Advisors in St. Louis, MO seeks an Operations & Advisor Client Services Associate to support both home office operations and a financial advisor’s practice. You will help clients with account opening, service requests, and meeting preparation while keeping processes accurate and organized. You will serve as a point of contact for routine client questions, schedule meetings, maintain client records in firm systems, and coordinate with advisors, custodians, and internal teams to move work #J-18808-Ljbffr Saxony Advisors
Vacancy posted 4 days ago
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