Part Time Client Associate - Raleigh
3 weeks ago

Job summary
Wealth and Investment Management is seeking a Client Associate in Raleigh.This role will assist Financial Advisor(s) with service related activities such as providing service to clients via telephone,
direct interaction and/or written correspondence. The associate will also facilitate requests for account information
and schedule appointments with new or prospective clients.
- Maintain client accounts and prepare forms.
- Rearch account inquiries and issues.
Job description
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