Client Services Specialist
SageSpring Wealth Partners
SageSpring Wealth Partners is seeking a Client Services Associate in Birmingham, AL. This role assists Financial Advisors with administrative tasks, ensures quality client service, and maintains clients' records. The ideal candidate will have an associate's degree or two years of administrative experience, strong Microsoft Office skills, and a commitment to service excellence. You will interact with clients daily and coordinate meetings while demonstrating professionalism and attention to detail. #J-18808-Ljbffr
Vacancy posted 4 days ago
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