AdvisorSync Specialist Client Services Leader
advisornet financialMinnetonka, MN
AdvisorSync Specialist Client Services Leader
advisornet financialMinnetonka, MN
4 days ago
Occupations
Personal Financial AdvisorsFinancial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceOffice Administrative ServicesMiscellaneous Financial Investment ActivitiesAbout the role
A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal candidate will have strong organizational skills and at least 3-5 years of relevant experience. This is a full-time position offering competitive compensation and various benefits.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Minnetonka, MN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)