About this role
Client Service Associate at Orgel Wealth Management, LLC. Location: Altoona, Wisconsin, United States. Role: Deliver service, Assist accounts, Prepare forms Requirements: High school diploma; 3+ years office/customer service experience; strong communication and confidentiality; proficient with MS Office and financial software; ability to manage multiple tasks. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Practifi, Tamarac Commitment: Full Time Workplace: Onsite Languages: English