BBF Wealth
Senior Client Services Associate: Financial Advisor Support
BBF Wealth, Jackson, Tennessee, us, 38303
A financial services firm is looking for a Registered Client Service Associate. This position emphasizes effective communication and the ability to track multiple detailed tasks in a fast-paced environment. Responsibilities include serving as the first point of contact for clients, assisting with onboarding, and managing Financial Advisor expenses. Candidates should have a High School Diploma and five years of financial services experience while possessing mandatory licenses. The firm values professionalism and teamwork, encouraging personal growth and accountability.
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