Financial Services
Company: Betty J. Albitz, Inc. Wealth Planning
Location: Mendota
Posted on: September 29, 2024
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Job Description:
What is the opportunity?As a Client Associate, become a trusted
resource to our clients, advisors and branch. Use your
administrative and operational skills to help our advisors manage
and grow their business. -Demonstrate a client first approach as
you meet compliance standards, research and resolve problems,
onboard new accounts, process and maintain account records,
implement technology changes and prepare correspondence in a fast
paced, professional and collaborative environment.At Betty J.
Albitz, Inc Wealth Management, your career progression matters to
us. We offer training, development and learning resources so you
continue to grow your career in a way that matters to you. -
Keywords: Betty J. Albitz, Inc. Wealth Planning, Minneapolis , Financial Services, Accounting, Auditing , Mendota, Minnesota
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