Client Service Associate Job at The Wealth Consulting Group – 1.7 in Santa Rosa, CA
Full-timeEstimated: $41,000 – $57,000 a year1 hour ago
Full Job Description
Candidate should be licensed with a Series 6 license or better. Job duties would include but not limited to: Account Maintenance, Client Service, Meeting Preparation, Practice Organization and Executive Administration Functions.
Must be competent in Microsoft office suite of products.
About the Company
Company: The Wealth Consulting Group – 1.7
Company Location: Santa Rosa, CA