Client Service Associate - Amherst

Only for registered members Amherst, United States

6 days ago

Default job background
$50,000 - $65,000 (USD)

Job summary

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients.


We are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making,

Our culture is grounded in our CORE values: Client First, One Team Respectful Candor And Endless Curiosity. These values guide everything we do for our clients and each other..


If you have outstanding client service communication skills with a good understanding of finance this is the opportunity for you


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