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Client Services Assistant

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Reference Number: SC-2760878330
Date Posted: 10-19-18
Location: Baltimore, MD

Client Services AssistantBaltimore County

Have fun as you support the Managing Partner of a boutique financial services company! Though serious about delivering excellent service to clients, this Partner is easy going, flexible and supportive of your family needs. Your responsibilities: calendar management, assist new and existing clients, run illustrations, meeting preparation, process and maintain paperwork. After obtaining your Series 6, you will process trades. Salary: 50-60K depending on experience. Requires administrative and 1+ years in wealth management, life insurance or financial planning office. Series 6 is a plus.

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