Financial Services Risk and Tax Associate

Start your career with Clauzel Bittle Financial Services as a Risk, Tax & Client Experience Associate. Engage directly with clients and support financial operations while gaining industry certifications.

This position is tailored for early-career professionals aspiring to excel in financial services, wealth management, and insurance. You will collaborate closely with senior advisors and receive guidance throughout licensing processes. Elevate your career with hands-on experience across various disciplines while contributing to client satisfaction and operational excellence.

Key Responsibilities:

• Serve as a Client Experience Ambassador

• Schedule and coordinate client meetings

• Prepare tax packages and supporting documentation

• Manage filing and document organization

• Assist with client marketing initiatives

Requirements:

• Bachelor's degree in a relevant field

• 2 years of related industry experience

• Strong attention to detail and organizational skills

• Professional and client-focused demeanor

• Proficient technology skills with willingness to learn

Enhance your career path with mentorship and direct exposure to various financial services at Clauzel Bittle Financial Services.
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