Job Description
About Our Firm
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed financial education, and experienced asset servicing solutions.
WestPac has also been the recipient of numerous awards including Inc and Fortune Magazine recognizing us for being an incredible place to work.
Job Description
One of the fastest growing financial firms in the nation is seeking an experienced Client Service Associate to provide overall administrative support for one of its agency’s Financial Advisors. The ideal candidate is a trusted partner and is expected to coordinate all aspects of the Advisors’ activities and responsibi...