Renowned Wealth Management Firm Seeks Energetic Client Relations Expert
Employer
Kestra Financial Independent Advisor
Salary
$70k-$90k (estimated pay)
Location
Deerfield, IL
Employment Type
Full-time
Сategory
Financial Advisors
Description
Looking for an energetic Investment Services Client Representative to join our team at a renowned financial firm specializing in wealth management and financial planning.
Qualifications
- Bachelor's degree in business-related field
- 2+ years of administrative support experience
- Strong communication and organizational skills
Responsibilities
- Manage client interactions and communications
- Assist in client meeting preparation and follow-up
- Process account paperwork and requests
Education
A bachelor's degree in business-related field preferred
Benefits
- Health insurance
- Retirement benefits
Keywords
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