Gatewood Wealth Solutions in Brentwood, MO seeks a Client Service Associate to support client service and operations with accuracy and professionalism. You'll handle account paperwork, custodial requests, and high-touch service, leveraging CRM and MS 365 while learning custodial platforms and e-signature tools.
You will join a team oriented toward precision, confidentiality, and timely follow-through, with opportunities for growth in a wealth services environment.
#J-18808-LjbffrRemote Client Service Associate - Wealth Accounts in workfromhome at Unknown Company
This position is listed as full time and onsite.