https://amzn.to/44P6GXZ
Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
Qualifications, Skills, and Behavioral Requirements:
Federal, State, and local background checks are required.Credit Check required
Interested parties should email their resume as well as a letter of interest to [email protected].
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
Job Description Systems and Development Analyst is required by a well established legal firm basic in their Southend office paying...
Apply For This JobJob Description NVIDIA is looking for a Senior Design Engineer for our Coherent High Speed Interconnect team! For two decades,...
Apply For This JobJob Description Our client is an international provider of information management services that has facilities in major cities nationwide. The...
Apply For This JobJob Description Payroll Analyst Tempe, AZ, USA ? Virtual Req Friday, April 7, 2023 The Payroll Analyst maintains payroll accounts...
Apply For This JobTelepsychiatristWe currently have an opportunity available for a Board Certified or Board Eligible Child and Adolescent Psychiatrist with an active...
Apply For This JobOver deze functie Het beste resultaat voor de klant in de vorm van flexibele, betrouwbare dataoplossingen, daar gaan we in...
Apply For This Job