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CLIENT SERVICES ASSOCIATE
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
| Company | Applied Wealth |
|---|---|
| Address | North Sydney, NSW |
| Category | Accounting & Finance |
| Date Posted | 2 weeks ago See detail |
Client Services Associate
Applied Wealth
North Sydney, NSW
Attend client meetings and act as second chair to the advisor.. Participate in pre-brief and debrief meetings and record detailed file notes of all interactions. Greet clients on arrival and answer / direct incoming calls. Be the...
2 weeks ago seen See more...
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