About this role
Client Service Advisor [HT-1019684] at VisionSpark. Location: St. Louis, Missouri, United States. Role: manage onboarding, coordinate communications, maintain records Requirements: 3+ years client management; Series 65; Life and Health licenses; admin support to financial advisors; proficient with planning software; CRM fluency. Category: Business Operations Seniority: Mid Level Tools: HubSpot, RightCapital, Schwab, Fidelity, CRM systems Certifications: series 65, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English