Job Details

A growing financial planning firm is seeking a permanently remote Client Service Associate to deliver exceptional service to clients. The role involves assisting Advisors, processing account applications, and maintaining client data in Salesforce. Ideal candidates should have at least 2 years of financial services experience, strong organizational skills, and proficiency with CRM software. The position offers a competitive salary, great work/life balance, and a collaborative work atmosphere. Join a dedicated team committed to client success.

#J-18808-Ljbffr