Remote Client Services Associate – Financial Advisory
Job Description & How to Apply Below
A financial services firm seeks a Registered Client Service Associate to support financial advisors by managing client interactions and administrative tasks. The ideal candidate will possess a strong background in the financial services industry, effective communication skills, and the ability to juggle multiple priorities in a fast-paced environment. Key responsibilities include onboarding clients, handling inquiries, and ensuring compliance with industry regulations.
The position emphasizes a commitment to exceptional customer service and teamwork, allowing growth within the firm.
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Position Requirements
10+ Years
work experience
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