Client Services Manager
3 weeks ago
Qualified candidates will have experience within the securities or insurance industry along with exceptional organizational, communication, and professionalism skills.
$55-60k range + bonus & benefits
Fully on-site
Duties include:
- Prepare and/or process all client paperwork and applications
- Collaborate with advisors for client onboarding
- Assist with putting together client tax packages
- Prepare and distribute reports on a regular basis
- Manage workflow assignments and respond to client inquiries
- Client billing
- Assisting FA with other responsibilities as needed
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