AdvisorSync Specialist Client Services Leader
advisornet financialMinnetonka, MN
AdvisorSync Specialist Client Services Leader
advisornet financialMinnetonka, MNSenior L5
Personal Financial AdvisorsFinancial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceOffice Administrative ServicesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal candidate will have strong organizational skills and at least 3-5 years of relevant experience. This is a full-time position offering competitive compensation and various benefits.
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Level
Senior L5
Location
Minnetonka, MN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago