About this role
Advisor Relationship Specialist at Bleakley Financial Group LLC. Location: Parsippany or United States. Role: CRM maintenance, Client communications, Documentation review Requirements: Bachelor's in finance or related field; 1-3 years client service/operations in financial services; MS Office; CRM experience; strong communication and detail; Series 65 preferred. Category: Business Operations Seniority: Mid Level Tools: Microsoft Office, Salesforce CRM, Custodial platforms, Financial account management systems Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English