Client Experience Associate - Financial Planning
TalentLink Solutions
TalentLink Solutions in Frisco, TX seeks an experienced Client Service Associate to deliver a superior client experience. You will handle service requests, open accounts, coordinate meetings, and maintain accurate client records with a service-first mindset. You are organized, detail-oriented, and adept with Wealthbox, Altruist, RightCapital, and Microsoft Office, thriving in a collaborative, client-focused environment. #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 3 days ago
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