Independent Advisor Alliance jobs
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CLIENT SERVICES ASSOCIATE
Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...
Company | Independent Advisor Alliance |
---|---|
Address | Charlotte, NC |
Category | Retail |
Salary | From $60,000 a year |
Job type | Full-time |
Date Posted | 2 weeks ago See detail |
Client Services Associate
Independent Advisor Alliance
Charlotte, NC
From $60,000 a year
Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...
2 weeks ago seen See more...