Prosperity Wealth Management jobs

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CLIENT SERVICES OFFICER (FINANCIAL PLANNING)

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

CompanyProsperity Wealth Management
AddressMount Pleasant, WA
CategoryAccounting & Finance
Salary$65,000 - $75,000 a year
Job typeFull time
Date Posted 2 weeks ago See detail

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 - $75,000 a year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...

Client Services Officer (Financial Planning)

Prosperity Wealth Management

Mount Pleasant, WA

$65,000 – $75,000 per year

Administering business systems & processes for effective advice delivery,. Maintaining business relationships with int/ext customers & stakeholders,. Supporting the Adviser to provide best practice advice & customer service. Compl...