Client Services Associate: Account Setup & Support

A global wealth management firm in Crown Point seeks a Client Services Associate to assist Financial Advisors with client account management, providing administrative support and excellent customer service. Candidates should possess strong organizational and communication skills, along with a high school diploma and 2 years of experience in the investment industry. Licensing (Series 7 and 63 or 66) is required or must be obtained. #J-18808-Ljbffr