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Client Account Specialist
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Full-time
- JNBA Financial Advisors is searching for a Client Account Specialist (CAS) who shares our firm’s values and truly enjoys helping others.
- This position is responsible for ensuring that client account and personal information is accurately maintained both at the firm and with the custodian.
- As part of our advice driven by advocacy ® approach, a CAS is an important member of a client’s advisory team to fulfill client requests as well as troubleshoot issues and address client questions, often directly with the client.
- 2+ years of personal wealth management industry experience
- Series 65 license
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