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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...

CompanyIndependent Advisor Alliance
AddressCharlotte, NC
CategoryRetail
SalaryFrom $60,000 a year
Job typeFull-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...