Registered Client Service Associate

CoWealth AdvisorsNewnan, GA
431d$55,000 - $75,000

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About The Position

The Registered Client Service Associate plays a crucial role in a fast-growing wealth management firm, focusing on building long-term relationships with clients and providing exceptional support to financial advisors. This position is designed for individuals who thrive in dynamic environments and are eager to contribute to the firm's mission of helping clients manage their wealth effectively. The role involves a variety of tasks, including client service, financial advisor support, marketing, and office management, all aimed at enhancing client satisfaction and operational efficiency.

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