
Client Career Advocate
7 days ago
Are you looking for a fulfilling career that allows you to make a real impact?
We are currently seeking an ambitious and highly motivated individual to join our team as a Client Services Officer.
This role offers the perfect blend of challenge and opportunity, allowing you to develop your skills and advance your career in a dynamic and supportive environment.
About the Role:
Main responsibilities include providing exceptional customer service, managing client relationships, and ensuring seamless communication across teams.
You will be working closely with a Senior Financial Planner to support their daily activities and contribute to the success of our clients.
About You:
To succeed in this role, you will need 2+ years of experience in a similar field, strong multitasking and organizational skills, and a keen eye for detail.
We offer a competitive salary package, dependent on experience, and a range of benefits that will help you achieve a better work-life balance.
Schedule:
- 8 hour shift
Work Location: In person
**Salary:** $70,000.00 - $85,000.00 per year
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