PowerToFly
Senior Client Service Associate - Wealth Advisory Support
PowerToFly, Atlanta, Georgia, United States, 30383
A financial services firm is seeking a Senior Registered Client Service Associate in Atlanta, GA. This role requires 5 years of industry experience and strong interpersonal skills to support financial advisors and enhance client relationships. Responsibilities include assisting with transactions, educating clients on digital tools, and providing exceptional service. The ideal candidate has a high school diploma, a college degree is preferred, and should hold active Series 7 and 66 licenses.
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