Listing details
- Posted Jul 21
- Last verified Nov 1
About the job
This position supports the lead advisor and team (3) with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.
The general office hours are Monday through Friday 8:30 am – 5:00 pm with opportunity to work hybrid on Friday.