Wealth Management Associate
3 weeks ago
**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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