Centerpoint Advisory Group
Wealth Management Client Services Specialist
Centerpoint Advisory Group, Overland Park, Kansas, United States, 66213
A growing wealth management firm in Overland Park, Kansas, is seeking a Client Service Associate to provide excellent care for clients while managing account paperwork, money movement, and client inquiries. Ideal candidates will have experience in financial services, be detail-oriented, and possess a professional yet friendly communication style. This is an entry-level, full-time position that emphasizes ownership and thoroughness in all client interactions.
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