Financial Services Assistant – Client & Account
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales, Financial Services
Job Description & How to Apply Below
Matthew Baker Inc. in Munster, Indiana, is seeking a dependable Financial Services Assistant to support our financial advisory practice, handle daily office operations, and help deliver an exceptional client experience.
This on-site role involves servicing client accounts, processing paperwork, and maintaining accurate records while encouraging growth through licensing opportunities. The ideal candidate has experience in banking or financial services, with SIE/Series 6/7 licensing a plus.
Our organisation is growing, and we are hiring a Financial Services Assistant – Client & Account Support in Munster, IN, United States.
Join Financial Services Company and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Services Assistant – Client & Account Support role at Financial Services Company, based in Munster, IN, United States.
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