04-12-2020 11:25 via jobview.monster.com

Client Services Associate with eMoney experience

TX-Plano, Vaco Indianapolis has partnered with a company in the Plano area to find a Client Services Associate! This position is a part time position assisting a wealth management company by assisting clients using eMoney software. eMoney software is REQUIRED REQUIREMENTS: The Client Service Associate (CSA) role is a sales support position. Providing dedicated operational and sales support to a Financial Ad
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