Upvote
Downvote
Client Services Associate
Share Job
- Suggest Revision
$40,000 - $50,000 a year
Full-time
- Client Service Associate – Legacy Solutions
- Legacy Solutions , a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.
- Candidate must be extremely organized, detail-oriented and a self-starter.
- client interactions via Redtail CRM, follow up on client meetings
- and submit client paperwork and financial transactions accurately
Active Job
Updated 1 month agoSimilar Job
Relevance
Active