Client Service Associate

  • White Cap Search
  • Hartford, CT, USA
  • Dec 05, 2018

Job Description

  • Prepare agenda, reports, and paperwork for client meetings
  • Service clients as it relates to planning, projects and compliance requirements
  • Work directly with advisor to execute trades in accounts

New positions are posted daily with the intention of offering a variety of opportunities to our candidates. Qualified candidates please contact WhiteCap Search for more information! Speak with a member of our Recruitment Team Today! Contact: 646.813.3001 or apply directly for immediate consideration.

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