Job Description
The Client Service Specialist delivers a wide range of critical client support to the advisor and helps to provide the resources and guidance our clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; organizing meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.
Position Responsibilities
Required Skills and Experience
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Work Location:
Work Remotely
Job Type: Full-time
Pay: $16.00 – $20.00 per hour
Benefits:
Schedule:
Supplemental pay types:
Education:
Experience:
License/Certification:
Work Location: One location
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