CrossMMG, LLC is seeking a personable Client Service Associate to support wealth management advisors at Rising Light Financial Advisors in a hybrid work environment. You will be a primary contact for clients, handling account-related requests, forms, and day-to-day service tasks with accuracy and courtesy.
The ideal candidate combines excellent interpersonal skills with strong organization, thrives in a client-facing role, and can coordinate with advisors and custodians to ensure a smooth client
#J-18808-LjbffrWealth Client Services Associate (Hybrid) in mokena at Unknown Company
This position is listed as full time and hybrid.