
Hybrid Client Services & Asset Management Specialist
BBF Wealth, Florida, New York, United States
A financial services firm is looking for a Client Services Representative to provide support and resolve client issues primarily via phone. The ideal candidate will assist clients with inquiries, work under general supervision, and collaborate with various departments. A bachelor's degree in accounting, business administration, or finance is preferred, along with strong communication skills. This role offers a hybrid work model with office presence 2-3 days a week.
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