Remote Wealth Management Client Service Specialist
The Strategic Implementer
The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years of financial services experience, with a strong client service background. Responsibilities include responding to client requests, assisting advisors with preparation, and processing account-related tasks. Candidates must have a BA degree and be adept with technology, including Microsoft Office. This role offers a flexible remote working environment. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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