Senior Wealth Client Service Associate
PowerToFly
PowerToFly is looking for a Senior Registered Client Service Associate in Charlotte, NC. This role involves providing exceptional service to clients while supporting Financial Advisors and ensuring effective client relationships. The ideal candidate will have a strong financial services background, with at least 5 years of industry experience and necessary licensing. Responsibilities include handling transactions, educating clients on tools, and supporting administrative tasks. #J-18808-Ljbffr
Vacancy posted 3 days ago
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