Kestra Financial Independent Advisor
Wealth Associate VP: Client Experience & Growth
Kestra Financial Independent Advisor, Novi, Michigan, United States, 48377
A financial advisory firm in Novi, Michigan is seeking a Wealth Associate to provide excellent client service and manage client relationships. Ideal candidates should have strong communication skills, advanced computer skills, and at least 2 years of administrative support experience in a professional environment. Responsibilities include managing client needs, maintaining CRM databases, and supporting financial advisors.
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