Bakertilly
Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
Client Service Associate - Senior
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Apply to Client Service Associate - Senior at BakertillyJob details
- Location
- Tewksbury or New York City or San Francisco or Los Angeles or Chicago or Boston or London
- Work type
- Onsite
- Compensation
- $80,200 - $105,000/yr
- Posted
- 3 weeks ago
- Apply on
- bakertilly.wd5.myworkdayjobs.com
About this role
Bachelor's degree, 3+ years experience (financial services/wealth management preferred), strong organization and communication, proficiency with Microsoft Office, familiarity with custodial platforms and CRM systems; Series 65 preferred or willing to obtain.
What you'll do at Bakertilly:
- serving clients
- processing accounts
- supporting advisors
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