Jan. 6, 2020

Investment Advisory Client Service Associate

Confidential Modesto, California

We are constantly working to exceed the expectations of our clients. • Support advisors in the delivery of coaching services to client families, including our flagship “Living in Possibility™” process, and other coaching programs as they are developed and incorporated into our menu of services; o Debrief advisor after each client meeting and manage the process for all deliverables, exceptions and restocking tools and supplies for next client meeting; and o Participating in cross-training to facilitate exceptional service when filling in for other team members; Once you choose your career path, DMG will work with you to prepare a roadmap for your advancement, and set clear expectations of what you need to do to achieve your career goals.

Create an account to see the full posting, access our search engine, and more.

Looking For Similar Jobs?