Client Services & Operations Specialist - Financial Advisory

A financial advisory firm in Clarkston, MI, is seeking a full-time Operations Assistant. This role is pivotal for maintaining client relationships by supporting a Financial Advisor in account management, entering trade requests, and addressing client inquiries. The ideal candidate has at least 3 years of experience in a financial advisory environment and strong MS Office proficiency. The position emphasizes proactive communication and collaboration with team members to enhance client experiences and monitor financial progress. #J-18808-Ljbffr