Client Service Associate
3 weeks ago
Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset.
Responsibilities:
Coordinate client meetings and serve as point of contact for greeting clients in-office
Assist with account opening/applications, money movement, reporting, and client service requests
Assist in creation of personalized financial plans for client/prospect meetings
Data entry/cleaning in CRM
Requirements:
Bachelor's Degree; 2+ years of prior client service experience in a relevant setting
Must hold or be willing to obtain Life and Health insurance licenses, FINRA SIE, Series 7, 63 and 65
Compensation will be competitive and at market rate.
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Client Service Associate
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Raleigh, United States Kestra Financial Independent Advisor Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
1 month ago
Raleigh, United States CareerBuilder Full timeWho We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...
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Client Service Associate
1 month ago
Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
1 month ago
Raleigh, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...
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Client Service Associate
1 month ago
Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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Client Service Associate
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Raleigh, United States Kestra Financial Full timeWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...
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