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FORTRESS FINANCIAL SERVICES LLC Logo
FORTRESS FINANCIAL SERVICES LLC

Los Angeles, California

FORRESTER, HART, BELISLE & WHITAKER, PL.

Fort Myers, Florida

Ellenton CPA LLC Logo
Ellenton CPA LLC

Bradenton, Florida

Fairbanks Scales Inc Logo
Fairbanks Scales Inc

Overland Park, Kansas

Ellenton CPA LLC Logo
Ellenton CPA LLC

Bradenton, Florida

Ellenton CPA LLC Logo
Ellenton CPA LLC

Bradenton, Florida

Ellenton CPA LLC Logo
Ellenton CPA LLC

Bradenton, Florida

American Academy of Orthopaedic Surgeons

Rosemont, Illinois

Coverys Logo
Coverys

Nationwide

Financial Investments Corporation Logo
Financial Investments Corporation

Chicago, Illinois

Confidential

North Bend, Oregon

Confidential

North Bend, Oregon

Radnor Financial Advisors, LLC

Wayne, Pennsylvania

Radnor Financial Advisors, LLC

Wayne, Pennsylvania

SABRE-Security Equipment Corporation Logo
SABRE-Security Equipment Corporation

Fenton, Missouri

Texas Municipal Retirement Systems

Austin, Texas

WinterView Group

Boston, Massachusetts

Longbridge Financial LLC

Nationwide

ZINER & MURPHY, PC

STONEHAM, Massachusetts

ZINER & MURPHY, PC

STONEHAM, Massachusetts

Fischer, Hayes, Joye & Allen, LLC Logo
Fischer, Hayes, Joye & Allen, LLC

Salem, Oregon

Packaging Corporation of America / PCA Logo
Packaging Corporation of America / PCA

Lake Forest, Illinois

Striegel Knobloch & Co, LLC Logo
Striegel Knobloch & Co, LLC

Bloomington, Illinois

OMS National Insurance Company Logo
OMS National Insurance Company

Schaumburg, Illinois

Coverys Logo
Coverys

Boston, Massachusetts

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Client Service Associate
The client service associate is an entry-level support role on the client account management team. Your responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries. In this role, your responsibilities include: Ensuring timely responses to all client correspondence and inquiries Identifying opportunities to improve our client service processes Contributing to the overall firm client service by supporting the team and senior advisors in creating and ensuring accuracy in presentation materials, preparing for meetings, and following up with post-meeting deliverables Assisting in client onboarding, updating clients' files and C


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