Remote Client Service Associate - Planning Support
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Independent Financial Planning and Investment Management Firm in the United States is seeking a permanently remote Client Service Associate. You will deliver outstanding client experiences and collaborate with a team that values professional excellence.
Responsibilities include processing trade orders, account openings, transfers, and custodial tasks, managing CRM notes after advisor meetings, and communicating with clients via phone and email to schedule and follow up.
For the Remote Client Service Associate
- Planning Support position at Independent Financial Planning and Investment Management Firm, we are reviewing applications now.
Join Independent Financial Planning and Investment Management Firm 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 Remote Client Service Associate
- Planning Support role at Independent Financial Planning and Investment Management Firm, based in United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).