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© All Rights Reserved. ApplyBlast.com
MedTeam Staffing
The Client Service Associate – Financial Planning supports advisors by handling daily administration of client accounts, preparing presentations, and managing CRM and investment software. The role requires a bachelor's degree, at least two years of financial services experience, and strong technical and communication skills.
Headquarters
Lake Mary, Florida, United States
Serving all industries nationally in Executive Search, Recruiting and Contract Staffing.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for MedTeam Staffing.
MedTeam Staffing didn’t post a salary, so this is our estimate from similar listings.
14% below the average for this role
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