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Summary
The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
Education and/or Experience
Certificates, Licenses, Registration
Salary Range: $48,000-$56,000
Benefits
Paid Holidays and Paid Time Off
Retirement plan with employer match
Full Time
$60k-79k (estimate)
06/24/2024
08/23/2024