Client Services & Compliance Specialist

A financial planning firm is seeking a full-time Client Administrator for their Portsmouth location. The role involves managing client interactions, assisting with task scheduling, and maintaining client records. Candidates must possess strong communication and analytical skills, as well as organizational expertise. A bachelor’s degree is required, along with a willingness to learn financial planning software. This position emphasizes teamwork and exceptional client service, ensuring compliance with industry standards. #J-18808-Ljbffr