Wealth Management Client Assistant III - Advisor Support

A financial services institution in North Carolina is seeking a seasoned Client Assistant to act as a liaison between clients and Financial Advisors. The role demands strong customer service skills, proficiency in Microsoft Office, and extensive experience in the financial industry. Candidates should have at least 5-7 years of experience, along with required FINRA registrations and relevant licenses. This position involves maintaining client accounts, ensuring satisfactory experiences, and managing departmental records. #J-18808-Ljbffr