Client Success

3 weeks ago


San Diego, United States PowerToFly Full time

A leading financial services firm is seeking a Client Service Associate to provide exceptional support to Financial Advisors and clients. Responsibilities include assisting with transactions, managing client inquiries, and maintaining client relationships. The ideal candidate should possess strong organizational skills and be detail-oriented. This position requires a high school diploma, with a preference for candidates with a college degree and willingness to obtain necessary series licenses. Comprehensive training and development opportunities will be provided.
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