Financial Client Services Specialist

L3

130 raymond james financial servicesGreen Bay, WI3 days ago
ZK Financial Group is seeking a Registered Client Associate to join our team in a client-focused capacity. You will handle daily inquiries, schedule meetings, and greet clients while supporting financial advisors and the branch office with administrative tasks. A strong eye for detail and client service mindset are essential. Ideal candidates will have experience in the financial industry, excellent communication skills, and the ability to work both independently and as part of a team.
Apply now
Apply now

Level

JuniorL3

Location

Green Bay, WI

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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