Client Services Manager

Personal and marketing assistant to a financial planner.  Mostly office work and client phone calls.  Strong organization and personal skills are a must.  

Duties required include:


responding to electronic applications

calendar management

following up with clients

answering phones 

Additional Info

Job Type : Full-Time, Part-time

Education Level : Associate Degree, Bachelors Degree, Masters

Experience Level : Entry Level, Mid to Senior Level

Job Function : Administrative, Customer Service

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