Wealth & Retirement Planning: Client Service Associate
Better Talent
A leading financial services firm is seeking a Client Service Associate in New York. You will support financial advising activities and ensure excellent service delivery for clients. Responsibilities include managing retirement distributions, overseeing annuity applications, and maintaining comprehensive documentation. A minimum of 1 year in wealth management or related fields and proficiency in Microsoft Office and CRM is preferred. Competitive benefits include health insurance and paid time off. #J-18808-Ljbffr Better Talent
Vacancy posted 3 days ago
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