Wealth Management Client Services Pro

A financial services firm in Louisiana is seeking a Client Services Associate to support financial advisors and ensure an excellent client experience. The role involves managing client service tasks, maintaining accurate records, and coordinating with team members. Ideal candidates will have a Bachelor's degree or equivalent experience, strong organizational skills, and proficiency in financial software. The position requires attention to detail, outstanding communication skills, and the ability to thrive in a fast-paced environment. #J-18808-Ljbffr