Client Service Representative
The Client Service Associate provides analytical, administrative, and client service support to financial advisors in a fast-paced wealth management environment. This role is responsible for assisting with financial planning preparation, client account servicing, and ongoing relationship management. The ideal candidate is detail-oriented, client-focused, and comfortable working with financial planning software, investment platforms, and CRM systems.…
Read MoreAppointment Setter
A successful financial services firm is seeking an Appointment Setter This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties. Are you an energetic, detail-oriented professional who thrives on connecting with people and coordinating dynamic events? Do you love keeping things organized and making a measurable impact on a…
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