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Client Service & Financial Planning Associate

Gamma Phi Omega International

Gamma Phi Omega International is hiring a Registered Client Service Associate in Midvale, UT. In this role, you will assist high-producing advisors with financial planning and provide dedicated client support. Responsibilities include preparing financial plans, scheduling client meetings, and managing administrative tasks. Candidates must have a bachelor's degree and at least 3 years of relevant experience in a client service environment. The position requires strong analytical and organizational skills, with in-office collaboration five days a week. #J-18808-Ljbffr Gamma Phi Omega International

Vacancy posted 5 days ago
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