Client Relations Associate - Burlingame

Only for registered members Burlingame, United States

1 month ago

Default job background
$55,000 - $65,000 (USD)

Job summary

We are seeking a motivated individual who is looking to learn and grow professionally within the financial services industry.

Responsibilities

  • Maintain lobby as welcoming environment with opportunities for positive discovery
  • Control and maintain advisors' calendars to facilitate exceptional client experience
  • Handle phone duties, including incoming calls, relaying messages and appointment setting

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