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Global Recruiters of Mid-Cities (GRN) is Hiring a Service advisor Near St. Peters, MO
Client Services and Advisory
An RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.
- Collaborate with Financial Advisors and other team members
- Perform service requests from FA's, as well as normal client service duties including, but not limited to : onboarding, client pre-meetings, reports, trades and client requests
- Perform basic client advisory
Licensing required along with 3 years min experience
Last updated : 2024-04-27
Job Summary
Full Time
$54k-72k (estimate)
04/29/2024
07/28/2024
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