Logo
Walrath Recruiting

Client Services Advisor & Relationship Builder

Walrath Recruiting, Greenwich, New York, United States

Save Job

A financial services firm in Greenwich, NY is seeking a full-time Client Services Advisor. This role involves supporting account administration, building client relationships, and collaborating with Financial Advisors. Applicants must have Series 7 and 66 licenses, strong communication skills, and previous experience in securities. Competitive salary range is offered, with flexible work arrangements. This position presents an immediate opportunity for qualified individuals. #J-18808-Ljbffr