The position is the primary point of contact for clients with regard to on-boarding, operational, & servicing issues. Associates have a good understanding of client planning issues & can step in to answer foundational questions regarding financial planning. Associates also maintain regular contact with clients. Service Associates have the ability to problem solve in answering client service requests.
Tax Work Organization
The Ideal Candidate:
Compensation package dependent on experience. Health & Retirement benefits eligible. Ability to transition to partial remote work.
Please send covernote & resume to firstname.lastname@example.org