Financial Client Services Specialist
130 raymond james financial servicesGreen Bay, WI
Financial Client Services Specialist
130 raymond james financial servicesGreen Bay, WI
3 days ago
Occupations
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsNew Accounts ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingAbout the role
ZK Financial Group is seeking a Registered Client Associate to join our team in a client-focused capacity. You will handle daily inquiries, schedule meetings, and greet clients while supporting financial advisors and the branch office with administrative tasks.
A strong eye for detail and client service mindset are essential. Ideal candidates will have experience in the financial industry, excellent communication skills, and the ability to work both independently and as part of a team.
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JOB OVERVIEW
Experience level
Junior
Location
Green Bay, WI
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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