More jobs:
Client Services Associate Oriented, Client-Focused
Job in
Mokena, Will County, Illinois, 60448, USA
Listed on 2026-07-27
Listing for:
Ascend Planning Network
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Ascend Wealth Planning in Mokena, IL is seeking a friendly, organized, detail-oriented person to be the first voice and face our clients experience. This in-person role requires strong communication and a willingness to learn the financial services industry; no finance background required.
The position is full-time with a 90-day introductory period to ensure a good fit for both you and the team. You'll support advisors, schedule meetings, maintain client records, and help bring warmth and calm
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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