About this role
Wealth Management Client Associate at Ghr. Location: Paramus, New Jersey, United States. Role: providing service, supporting advisors, managing requests Requirements: Provide client service and operational support to Financial Advisors; high school diploma; strong communication, Microsoft and Salesforce skills; FINRA SIE/Series registrations preferred. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English