Client Service Associate / Paraplanner - Remote

RIA Recruiting

4 weeks ago

RIA Recruiting

Financial Planning

Client Service

CRM

MoneyGuide PRO

Join Personal Wealth Strategies as a Client Service Associate/Paraplanner to provide exceptional client support in a fast-paced financial services environment.

Executive Assistant Team Lead - Remote

Assistant Launch

15 weeks ago

Assistant Launch

Client Success

Executive Assistants

Leadership

Mentorship

Join Assistant Launch as a Client Success Lead to empower Executive Assistants and ensure client satisfaction in a fully remote role.