Financial services client service associate (CSA)
- $30,000 to $40,000 Yearly
- Paid Time Off
- Full-Time
The CSA. is often the glue that holds the advisory business together, The CSA handles all administrative tasks as well as running the office. They are responsible for supporting financial advisors by providing a number of sales and support functions. They must be able to help high-net worth clients complete forms, answer financial questions and to troubleshoot problems. You must be able to multitask, pay attention to detail and be flexible throughout the work day,
Some college or a college degree is preferred. Experience in the financial industry is a plus. Must be able to use Microsoft word & Excel.
no remote work. Monday through Friday, 8:30 - 5:30
Address
Redwood Wealth Development Group, LLC
910 Pierremont
Shreveport, LAIndustry
Finance and Insurance
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