Client Service Associate - Financial Planning Support
Mosaic
Mosaic is seeking an Associate Client Service Representative to support two advisors and their clients from Tempe, with monthly travel to the Scottsdale HQ. You will manage client accounts, prepare statements, run reports, and maintain CRM records while upholding compliance standards. The role emphasizes exceptional client service, multitasking, and proficiency in Microsoft Office. Travel to Scottsdale is required for team meetings, and duties span administrative support and client-facing #J-18808-Ljbffr Mosaic
Vacancy posted 1 day ago
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