Client Experience Specialist - Financial Services
Mariner Advisor Network
A financial advisory firm in Scottsdale, AZ, is looking for a Client Service Associate. This full-time position requires two years of client service experience and involves managing the client lifecycle, preparing paperwork, and maintaining records. The ideal candidate is detail-oriented and possesses strong communication skills. This role supports client interactions and requires proficiency in MS Office and CRM systems. Company support for obtaining necessary licenses is provided. #J-18808-Ljbffr
Vacancy posted 3 days ago
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