BBF Wealth
Client Services Associate: Financial Advisor Support
BBF Wealth, Glastonbury, Connecticut, us, 06033
A financial services firm in Glastonbury is seeking a motivated Registered Client Service Associate to provide essential support to Financial Advisors and clients. Responsibilities include onboarding new clients, answering inquiries, and managing documentation in a dynamic work environment. The ideal candidate will have strong communication skills and experience in a customer-centric role. This role provides an opportunity for growth in the financial sector within a collaborative team culture.
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