Client Service Specialist

Tom Krist CEO WFA 2020 Icon

Established and award-winning financial firm is in search of a Client Service Specialist to serve as the connection between their clients, support team and advisors.   The Client Service Specialist will engage and support the success of the team by working directly in areas of client support, onboarding, compliance and responsibilities.   This individual will possess good…

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Client Service Administrator

Kristin Tetzke Icon

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

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Client Service Administrator

Kristin Tetzke Icon

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

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