Client services jobs in Vineland, New Jersey - Page 2Crear alertas

Registered Client Services Associate - Brokerage. May participate in client meetings with a Financial Advisor(s) upon request. Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.

Registered Client Services Associate - Brokerage. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Experience: 5 or more years experience in financial services or sales environment.