Wealth Management Client Service Analyst
HUB International
HUB International is seeking an entry-level Client Service Associate/Analyst to support wealth advisors and clients, learning financial products, planning concepts, and client service practices while assisting experienced advisors with high-net-worth relationships. You will prepare standard client reports, manage files, handle routine client questions, and coordinate with broker-dealers to facilitate transactions, ensuring compliance and accuracy across records. #J-18808-Ljbffr HUB International
Vacancy posted 1 day ago
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