Wealth Management Client Services Associate

RPOA Advisors Inc

Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed. The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information. #J-18808-Ljbffr RPOA Advisors Inc

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Vacancy posted 4 days ago

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