About this role
Client Services Consultant at Cir. Location: West Des Moines or Fairfield or Phoenix. Role: delivering service, supporting advisors, managing workflows Requirements: 4+ years in financial services or wealth management, Series 7 required, Bachelors preferred, strong client service, communication, analytical and planning support skills, ability to use CRM and portfolio reporting. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7 Commitment: Full Time Workplace: Hybrid Languages: English