Financial Advisor Assistant Position Available In Monroe, Alabama
Tallo's Job Summary: Client Concierge (financial advisor assistant) plays a crucial role in providing top-notch client service within the Accounting & Finance industry. Responsibilities include client communication, project coordination, and supporting the financial advisor and tax team. This position offers the opportunity to gain valuable insights into financial services and interact directly with clients on service-related matters.
Job Description
Job Description:
Client Concierge (financial advisor assistant) is a key teammatein the execution of our service to clients. The position is heavyin client contact and thus communication and organizational skillsare vital. Work and client projects are coordinated with thefinancial advisor, tax team, and other support members on acontinual basis.
This position will know (and learn) theinterworkings of financial services executed on behalf of ourclients. Very often this position is the main line of communicationwith clients for all service matters.
Required Preferred Job Industries Accounting & Finance
