Client Solutions Associate - Falmouth

Only for registered members Falmouth, United States

10 hours ago

Default job background
OTHER $63,335 - $73,881 (USD)

Job summary

The Client Solutions Associate is responsible for managing client and prospect inquiries, facilitating meeting preparation, and processing bills and distribution requests.

Responsibilities

  • Manage Trust/RIA/Brokerage phone traffic and client/prospect inquiries.
  • Facilitate client/staff meeting preparation.

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