Client Service Associate
One Day In July | Financial Advisors
One Day In July, based in St. Petersburg, FL, seeks a Client Services Associate to support the advisor team, handle client communications, and streamline onboarding processes. You will review materials, update records in Schwab and CRM, coordinate paperwork, and coordinate meetings while maintaining confidentiality and fiduciary standards. The role requires travel for occasional events and a strong client-service mindset. #J-18808-Ljbffr
Vacancy posted 5 days ago
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