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© All Rights Reserved. ApplyBlast.com
I-Resource Group
The Client Service Associate – Financial Planning will support financial advisors by handling daily administrative tasks, preparing presentations, managing client data in CRM systems, and processing account applications. The role requires a bachelor's degree, at least two years of financial services experience, and strong technical and communication skills.
Headquarters
Tampa, Florida, United States
I-Resource Group has helped hundreds of organizations attract & retain top talent while improving Organizational performance in the USA.
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 I-Resource Group.
I-Resource Group didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role
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