Upvote
Downvote
Client Services Representative
Share Job
- Suggest Revision
Full-time
- A unique opening is available for an accelerating career in financial services with an empowered boutique, small team office.
- For over 20 years, McCarthy Wealth Management has been providing sound, caring financial advice to families and businesses in the Orange County Area. We offer career growth with a balanced reasonable work week with 3 weeks paid time off, 11 paid holidays, a competitive base salary, health insurance benefits, a generous 401(k) profit share, and bonuses based on performance.
- This is an opportunity to let your leadership skills develop and shine to truly have a meaningful career, not just a job.
- The Client Services Representative is an integral member of our client services team, working closely with the Director of Operations and Financial Advisors to deliver exceptional service to clients of MWM. The candidate will be an excellent communicator who is detail oriented, a team player, friendly, positive and assiduous.
- Maintain advisor schedule and set-up regular phone and in-person client meetings.
Active Job
Updated 3 months agoSimilar Job
Relevance
Active