Client Experience Specialist - Financial Advisory
Job in
Mishawaka, St. Joseph County, Indiana, 46546, USA
Listed on 2026-07-20
Listing for:
SYM Financial Advisors
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
SYM Financial Advisors is seeking a Client Service Representative to support advisory teams and deliver exceptional service to clients. The role involves coordinating with clients, advisors, and custodians, scheduling meetings, and preparing materials using Word and portfolio reports.
The position requires an associate degree, strong Microsoft Office skills, and excellent communication. You will work with a team to handle requests within 24 hours and maintain professional client interactions.
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