A financial advisory firm in Novi, Michigan is seeking a Wealth Associate to provide excellent client service and manage client relationships. Ideal candidates should have strong communication skills, advanced computer skills, and at least 2 years of administrative support experience in a professional environment. Responsibilities include managing client needs, maintaining CRM databases, and supporting financial advisors.
#J-18808-Ljbffr
#J-18808-Ljbffr
Wealth Associate VP: Client Experience & Growth in novi at Unknown Company
This position is listed as full time and onsite.