.. problem solving and critical thinking skills Excellent bookkeeping and Accounting skills Able to perform essential functions of the position with or without .. contribution match Referral bonuses Career path to other positions within our growing company! Description: Responsible for accounts receivable of specific .. read more
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.
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