Hybrid Wealth-Management Client Service Associate
Integrated Financial Group, Inc.
Integrated Financial Group is seeking a detail-oriented Client Service Associate to enhance client service and support our operations team. This role involves preparing advisors for client meetings, handling service requests, and ensuring smooth account administration. The ideal candidate has over 5 years of experience in financial services, possesses excellent communication skills, and is proficient in financial software and CRMs. We offer a collaborative work environment, health insurance allowance, and an annual bonus. #J-18808-Ljbffr
Vacancy posted 21 hours ago
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