drjobs Client Service Associate

Client Service Associate

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1 Vacancy
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Job Location drjobs

Minneapolis, MN - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Angott Search Group has partnered with a Minneapolis financial advisory firm in their search for a Client Service Associate. The selected candidate will provide exceptional support to financial advisors and clients. Key responsibilities include managing client communications preparing account paperwork and handling service requests. Youll also assist with scheduling meetings maintaining client records and ensuring a seamless client experience. Ideal candidates are detailoriented have excellent communication skills and a passion for client service. Prior experience in financial services is preferred.

Required Experience:

IC

Employment Type

Full Time

Company Industry

About Company

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