Client Service Associate

This individual will assist Financial Advisors in a fast paced environmentby completing operational and administrative tasks such as: communicating with clients, researching and resolving problems and client request. This person must be very organized and detail oriented and able to handle multiple tasks. Proficient computer skills, specifically Microsoft Word for Windows, and Excel. Previous financial services industry preferred but not required. Series 7 license preferred required; however, willingness to obtain within a year.For immediate consideration, please email [Click here for email]
REQUIREMENTS
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