BBF Wealth
Client Services Associate – Financial Advisor Support
BBF Wealth, Westlake, Ohio, United States, 44145
A financial services firm in Ohio is seeking a motivated Client Service Associate to support Financial Advisors and clients. You'll manage client interactions, process transactions, and maintain client records using CRM software. The ideal candidate will have exceptional communication and organizational skills, and a High School Diploma. This is a full-time position with a focus on customer service in a fast-paced environment.
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