Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent Advisor(3 years ago)
About this role
A Client Service Associate at Waterworth Wealth Advisors works within a boutique financial planning firm that emphasizes holistic, high-touch wealth management. The role suits a motivated, client-focused individual seeking growth and increased responsibilities supporting comprehensive financial advisory services.
Required Skills
- CRM
- Client Relations
- Scheduling
- Meeting Prep
- Report Generation
- Account Processing
- Check Handling
- Database Management
- Social Media
- Communication
+3 more
Qualifications
- Bachelor's Degree
- Background Check
- Credit Check
About Kestra Financial Independent Advisor
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