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Position Summary: Client Service Associate
Landmark Wealth Management is a leading wealth advisory firm with offices in MN, WI and CA.
The Client Service Associate must possess excellent communication skills and be passionate about providing exceptional client service. The role also requires the ability to work in a fast-paced, high-volume office. This role requires the ability to multi-task, as well as excellent computer skills using various programs/systems/applications.
This is a support position and primarily non-client facing, however, the ability to interact effectively with clients via email, phone or in person is a requirement. Quality of work is a top priority of this role, with accuracy and timeliness being key measures of individual and team performance.