Remote Client Services Associate - Wealth Management
Simplex Hires LLC
A registered investment advisor is seeking a Client Services Associate to provide administrative support to Wealth Advisors. This remote position requires familiarity with First Clearing or Fidelity, client services orientation, and strong organizational skills. The ideal candidate should have experience in the wealth management sector and be able to work independently. Responsibilities include opening client accounts, maintaining communication, and analyzing reports to ensure client satisfaction. #J-18808-Ljbffr
Vacancy posted 2 days ago
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