A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff.
Key Responsibilities : Assist in onboarding new advisors and their staffManage CRM (Redtail) and ensure data accuracyProvide service and support to advisors, resolving inquiries and issuesRequired Qualifications : 2+ years in a broker dealer and client service role or similarBachelor's degree in business, finance, or a related field or equivalent experienceFamiliarity with the financial services industryProficient in Microsoft Excel, Word, PowerPoint, and CRM applications (Redtail)Ability to thrive in a fast-paced and growing environment
Client Services Associate
A company is looking for an Associate, Client Services to manage client accounts and enhance customer experience in the crypto and Web3 space. ...
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Who Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join their gro...
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Client Service Associate, Business Insurance. Customer Service Associate, Business Insurance. With 170 offices across North America, webine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). MM...
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