A leading investment advisory firm is seeking a Client Advisory Associate for a fully remote position. In this role, you will serve as the primary point of contact for client inquiries, manage account maintenance, and collaborate with lead advisors to implement financial strategies. The ideal candidate will have direct experience with Charles Schwab and Fidelity platforms, a problem-solving mindset, and strong communication skills. This position offers a unique opportunity to support seamless account management and high-touch client service.
#J-18808-Ljbffr
#J-18808-Ljbffr