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Client Accounting Associate jobs in Kalamazoo, MI

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REGISTERED CLIENT SERVICE ASSOCIATE

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

CompanyNorthwestern Mutual
AddressPortage, MI
CategoryRetail
Salary$45,000 - $65,000 a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

3 weeks ago seen See more...

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