Remote Client Service Associate for Wealth Advisory
Capitol Family Office
A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills. This role offers flexible hours with competitive compensation. J-18808-Ljbffr
Vacancy posted 4 days ago
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