Client Services Associate, Financial Planning

A financial planning firm is seeking a Client Service Representative to provide exceptional support to advisors and clients. This role focuses on client communication, accurate documentation, and multi-tasking in a fast-paced environment. The ideal candidate will be organized, detail-oriented, and possess strong interpersonal skills. Proficiency in Microsoft Office and CRM systems is required. Opportunities for professional development and advancement within the firm are available. Benefits include paid time off and a retirement plan. #J-18808-Ljbffr