Client Financial Advisor Sales Assistant
MDA Edge, Carpinteria, California, United States, 93013
Sales Assistant For Client Financial Advisor
Job summary: As sales assistant for client financial advisor, you will have an exciting opportunity to learn the securities industry while supporting our client advisors. Supporting to our assigned advisors in the form of submitting new business, helping to process transfer ins/outs paperwork, and maintaining client account information. You will assist in day-to-day operations of one of our clients.
Job summary: As sales assistant for client financial advisor, you will have an exciting opportunity to learn the securities industry while supporting our client advisors. Supporting to our assigned advisors in the form of submitting new business, helping to process transfer ins/outs paperwork, and maintaining client account information. You will assist in day-to-day operations of one of our clients.