Wealth Client Services Specialist
Integrity Marketing
Gladstone Wealth Partners, part of Integrity Family of Companies, is seeking a Client Service Associate to deliver exceptional operational and administrative support to Financial Advisors within the Gladstone network. The role handles account establishment, maintenance, transfers, money movement, client reporting and marketing submissions. You will collaborate with advisors to prepare meetings, manage client requests, and maintain accurate documentation while upholding regulatory and internal #J-18808-Ljbffr
Vacancy posted 4 days ago
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