Wealth Management Account Services Specialist
Beacon Pointe
Beacon Pointe is seeking an Account Services Associate in Scottsdale, AZ. The candidate will prepare client account paperwork and manage requests with a commitment to exceptional service. This full-time position requires an undergraduate degree (preferably in Finance) and 1-2 years of relevant experience. The ideal candidate demonstrates excellent interpersonal skills and is proficient in Microsoft Office and Salesforce. Join a talented team dedicated to servicing the investment management needs of high net worth clients. #J-18808-Ljbffr
Vacancy posted 23 hours ago
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