The Client Service Associate will work with the Wealth Advisors to support clients by taking responsibility for the service, communication, scheduling, and operations of account and planning administration. In addition to responsibility for operations and administration of client accounts and onboarding workflow, the Client Service Associate will participate in some meetings, taking notes, following up with all parties on action items, and working with wealth advisors to ensure that the planning process and
Client Service Associate
Posted 05/10/2024