Client Services Associate
Larson Wealth Partners, LLC
Oaklandon, Marion CountyPosted Discovered via the company's careers siteMatch locked
Full-timeAccounting & Finance Jobs
About the role
Larson Wealth Partners, LLC is seeking a detail-oriented Client Services Associate to support our advisors and deliver an exceptional client experience. In this role, you will be a primary contact for client service needs, process account opening and maintenance requests, prepare reports and meeting materials, and maintain accurate records in our CRM. You will coordinate client meetings, ensure pa
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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