Wealth Client Services Analyst

Koitecc Solutions is seeking a skilled candidate in Minneapolis, Minnesota to support the financial planning business through client relationship management and proposal preparations. The ideal candidate should have 3 to 5 years of relevant experience and a post-secondary degree related to financial planning. Proficiency in office and sales management software is preferred, along with strong verbal and written communication skills. The role offers a salary range between $45,000 and $83,000 depending on skills and experience.
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