Indelicato & Coffey jobs
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CLIENT SERVICE ASSOCIATE
Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...
| Company | Indelicato & Coffey |
|---|---|
| Address | Waltham, MA |
| Category | Retail |
| Salary | $50,000 - $60,000 a year |
| Job type | Full-time |
| Date Posted | a month ago See detail |
Client Service Associate
Indelicato & Coffey
Waltham, MA
$50,000 - $60,000 a year
Review and update client information as needed for client review meetings. Prepare final deliverables for upload to the online file manager. Follow-up with prospects or clients with notes or letters signed by advisor(s). Ensure co...
a month ago seen See more...
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