Job Description & How to Apply Below
A financial services firm in Missouri is seeking a Client Services Associate (Registered) to assist Financial Advisors with client account management and administrative support duties. The ideal candidate will have a strong administrative background, excellent time management capabilities, and a solid understanding of the investment industry. Responsibilities include conducting clerical functions, maintaining client records, and providing exceptional customer support. A Series 7 and 63 or 66 license is required for this position.
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Position Requirements
10+ Years
work experience
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