Wealth Advisory Customer Support Specialist

job
  • Coda Search¦Staffing
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Job Summary
Location
Blue Bell,PA,19424 ,
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
11 Dec 2024
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Job Description
As a Client Specialist, you will: Support Financial Advisors as they provide advice, strategies, and solutions to high-net worth individuals. Work with advisors and analysts to prioritize and execute all client related tasks and requests. Initiate and execute all money movements for investments and
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