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Client Service Advisor

Woodcliff Lake, NJ
Posted 7 months ago

One of the fastest growing independent RIA firms in the country is seeking a Client Service Representative for their office in the Westbrook, CT area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

  • Work with existing clients of the firm
  • Client reviews
  • Portfolio analysis
  • Re-balancing
  • Look for other sales opportunities within the existing book
  • 65 required

Job Features

Job CategoryAdministration/Support, Financial Advisor Opportunities

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