Client Service Associate
Nevin P. Samuy, CFP, EA - Cetera Advisor Networks•Torrance, CA
429d•$50,000 - $55,000•Remote
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About The Position
The Client Service Associate plays a crucial role in providing exceptional service and support to clients of Nevin P. Samuy, CFP, EA. This position serves as the main point of contact for clients, ensuring their inquiries are addressed and issues resolved promptly. The associate will utilize CRM software to manage client accounts and assist in the creation and management of financial plans, contributing to overall client satisfaction and relationship development.
