About this role
Client Service Associate at Orgel Wealth Management, LLC. Location: Minnetonka, Minnesota, United States. Role: Serve clients, Process transactions, Maintain records Requirements: High school diploma; at least 3 years of office experience with emphasis on customer service; preferred: associate or bachelor's degree; financial industry experience a plus. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Practifi, Tamarac Commitment: Full Time Workplace: Onsite Languages: English