What are the responsibilities and job description for the Client Services Associate position at Provo Wealth Management Group?
We are seeking a motivated and detail-oriented Client Service Associate to join our team at Provo Wealth Management Group specializing in retirement and investment account management. In this role, you will serve as a primary point of contact for clients, delivering exceptional service to address their inquiries and support their retirement goals. You will collaborate closely with financial advisors, operations teams, and clients to ensure accounting accuracy, compliance, and satisfaction.
This is an excellent opportunity for a professional who thrives in a fast-paced environment and is passionate about helping individuals secure their financial future.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Schedule:
- Monday to Friday
Ability to Commute:
- Shrewsbury, MA 01545 (Preferred)
Ability to Relocate:
- Shrewsbury, MA 01545: Relocate before starting work (Preferred)
Work Location: In person
Salary : $50,000 - $80,000