Experienced Client Services Financial Advisor

A higher education institution in Claremont, California is seeking a Servicing Financial Advisor. This role is vital for maintaining client relationships and ensuring efficient execution of service tasks. Responsibilities include managing client communications, processing necessary paperwork, and collaborating with senior advisors. Candidates must have 5+ years of experience in financial services, hold Series 7 and 66 licenses, and possess strong organizational skills.

The position also requires proficiency in Microsoft Office and financial CRM systems.
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