The FPA Wealth Management team is now hiring and looking for someone to join our team as a Client Services Associate.
As a Client Services Associate, for the Wealth Management team, you will be assisting clients with service requests, processing new business, prepare for meetings, write-up meeting notes, work on follow up items and handle administrative tasks.
The Position Requires:
-Great attention to detail
-Task oriented and ability to handle multiple tasks
-Excellent organizational and time management skills
-Ability to work as part of a team
-Excellent attitude and a client service orientation
-A genuine interest in serving and caring for other people
Helpful skills (but not required) include:
-Client Service/Administrative experience
-Associate or Bachelor’s degree in a related field
-Previous Financial Services industry experience
-FINRA Series 7, 6 or 63
If you know of someone interested in this position, please have them send their resume to Shane McCormick via email: firstname.lastname@example.org