Client Service Advisor

05 Oct 2025
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planning software

Comfortable using virtual meeting platforms and digital communication tools

Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook

Regulatory Awareness:

Active Series 65 license or combination of Series 7 and 66

Full-time
  • ID: #54608651
  • State: Connecticut Westbrook 06498 Westbrook USA
  • City: Westbrook
  • Salary: USD TBD TBD
  • Showed: 2025-10-05
  • Deadline: 2025-11-11
  • Category: Admin/office
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