Wealth Client Services Specialist

A financial advisory firm based in Medford, Oregon is looking for a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors. This role involves building relationships with clients, providing service coverage, executing transactions, and assisting with administrative tasks. The ideal candidate will have a high school diploma, be licensed (Series 7 and 66 or equivalent), possess strong organizational skills, and have at least two years of industry experience.

Competitive environment focusing on client-first service.
#J-18808-Ljbffr