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Found 4 Employer, Not necessary jobs
A well-established independent financial planning firm seeking smart, motivated client concierge to service our ever-expanding client base.
FSR's work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans.
Engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most.
This role is an entry level position for someone looking to get started in the financial services industry.