Financial Voyages, Llc jobs
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FINANCIAL CLIENT SERVICE ASSOCIATE
Maintaining CRM database of client and vendor information. Preparing and processing paperwork for new and existing investments. Processing transfers and rollovers. Facilitating money movement for clients. Assist with client inquir...
| Company | Financial Voyages, Llc |
|---|---|
| Address | Harleysville, PA |
| Category | Accounting/Finance |
| Salary | $25 - $30 an hour |
| Job type | Full-time |
| Date Posted | 2 months ago See detail |
Financial Client Service Associate
Financial Voyages, Llc
Harleysville, PA
$25 - $30 an hour
Maintaining CRM database of client and vendor information. Preparing and processing paperwork for new and existing investments. Processing transfers and rollovers. Facilitating money movement for clients. Assist with client inquir...
2 months ago seen See more...
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