More jobs:
Financial Planning Client Services Associate
Job in
Dublin, Franklin County, Ohio, 43016, USA
Listed on 2026-09-04
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Jobtailor is seeking an administrative professional to support a financial advisor with client service, meetings, and paperwork. The role includes preparing financial plans, investment research, and trade processing, plus handling meeting logistics and new business documentation.
The candidate should have 3–5 years of client service experience, strong organizational and analytical skills, and the ability to manage multiple priorities with minimal supervision.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×