Wealth Management Associate

3 weeks ago


Mobile, Alabama, United States Long's Human Resource Services Full time

**Job Title:** Wealth Management Associate

Overview:

Long's Human Resource Services offers a unique opportunity to join our team as a Wealth Management Associate.

Salary and Benefits:

$55,000 - $75,000 per year, plus benefits package.

Responsibilities:

In this role, you will be responsible for supporting our clients by maintaining relationships, responding to inquiries, and performing various administrative tasks.

Key Tasks:

  • Develop and maintain relationships with clients.
  • Respond to client inquiries and resolve issues promptly.
  • Maintain accurate records of client interactions and communications.
  • Collaborate with colleagues to achieve business objectives.
  • Perform other duties as assigned.

Requirements:

  • Bachelor's degree in a related field preferred.
  • 1-2 years of experience in financial services, accounting, or a similar field.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
  • Commitment to providing exceptional customer service.


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