Client Service Associate
Client Service/Relationship Mgmt.
Boston - MA
Jan 25 2023
Feb 22 2023
- Bachelor's degree with financial services experience
- Keen attention to detail
- Proficient in Microsoft Office Suite
- Experience with Schwab, Fidelity, Quickbooks, and/or Tamarac preferred.
- Strong written and oral communication skills
- Superior customer service skills
Required Years of Experience:
For more information contact: Chris Kennedy (617)728-4100 | firstname.lastname@example.org