Client Associate
SWBC(6 days ago)
About this role
SWBC is seeking a professional to support financial advisors by managing client relationships, scheduling appointments, assisting with trades, and organizing marketing events. The role offers opportunities to work closely with leading financial advisors and contribute to business growth within a fast-paced environment.
Required Skills
- Customer Service
- Finance
- Investments
- Financial Planning
- Data Analysis
- Office Suite
- Communication
- Organizational Skills
- Team Support
- Travel
About SWBC
swbc.comSWBC offers financial solutions for individuals, businesses, and financial institutions. We have you covered with personal and business insurance, mortgages, and wealth management.
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