Investment Advisor Assistant

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Investment Advisor Assistant at Rocky Hill Advisors

Peabody, MA | Full Time
$112k-147k (estimate)
2 Months Ago
We are seeking a Customer Service Representative to join our team. You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibilities:Handle client ServiceProvide information related to accountsResolve Client and Account issues as neededDocument and update customer records based on interactionsDevelop and maintain a knowledge base of the evolving products and services​Qualifi...

Investment Advisor Assistant at Statewide Auto Lending

Midvale, UT | Full Time
$98k-128k (estimate)
3 Months Ago
Investment Advisor Assistant. Job Summary. As an Investment Advisor Assistant, you will play a crucial role in supporting our investment advisors in delivering top-notch financial services to our clients. You will assist in managing client accounts, preparing reports, and ensuring a seamless client experience. This position requires strong organizational skills, attention to detail, and a passion for the financial industry. About Us. Brighton Wea...
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