BBF Wealth
Financial Client Services Associate — Advisor Support
BBF Wealth, Columbia, South Carolina, us, 29228
A financial services firm is seeking a Registered Client Service Associate to provide essential administrative support for financial advisors and their clients. This role requires effective communication skills to handle inquiries and assist in onboarding new clients. Responsibilities include managing client accounts, preparing reports, and using CRM software. The ideal candidate will have strong organizational skills, a high school diploma, and preferably experience in the securities industry.
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