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Client Service Associate

OfficeTeam Albuquerque, NM

  • Employment Type Other
One the Nation's largest financial planning firms is seeking a CLIENT SERVICE ASSOCIATE to provide full support to one or two financial planners. In this role, duties include coordinating meetings, greeting clients, prepare appointments documentation, help clients initially access the online Client Portal, run reports, and assist with the processes and procedures. This role is not selling, but customer service. Must have 2 to 5 years in financial services industry experience. A Bachelor's degree is preferred. To learn more about this position, please apply at www.officeteam.com or call 505-888-4002.

OfficeTeam

Address

Albuquerque, NM
USA
Posted: 20 days ago