Job Title: Client Services Associate. Status: Full-Time. Relevant Work Experience: 5 years. Helpful. (not a must). . Professional License: Life & Health Insurance, Series 7. Technology: Microsoft Office – Word, Excel. CRM – Redtail. Overview. To assist financial planners and clients directly in the day-to-day requirements of processing investment related account opening, closing, funding, transferring and other related requests in a timely and co...
