Client Service Associate - Boost Your Career in Financial Advisory Services
Employer
Signature Estate & Investment Advisors, LLC
Salary
$40k-$50k (estimated pay)
Location
McLean, VA
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Assist in account management and client service needs in a dynamic advisory team environment
Qualifications
- Bachelor's Degree
- FINRA licenses Series 7 and 66
Responsibilities
- Assisting in account management
- Client service for Business Clients and Retail Wealth Clients
- Documenting tasks for Operations Manual
Education
Bachelor's Degree from four-year college or equivalent experience
Benefits
- Paid time off
- Health insurance
- Retirement plan
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