What does a financial services associate do?

Financial services associates are the frontline employees of the financial services industry. They interact with customers on a daily basis to provide information about products and services, answer questions, and resolve issues. Financial services associates may work in any number of different areas within their company.

What does a WFS client service associate do?

Sandy Spring Bank is currently recruiting for a WFS Client Service Associate for our subsidiary, West Financial Services. Runs ad hoc reports as requested. More... Input information into financial planning software to generate financial plans. No prior experience necessary in the financial services field, but it may help… More...

What jobs can you get with an associate in finance?

The jobs you can get with an associate in finance include associate financial advisors, loan officers, bookkeepers, financial clerks, real estate brokers, accounting clerks, and account resolution specialists. A two-year degree is a great way to earn a decent paycheck compared to a traditional bachelor's degree.

What does a client service associate do?

The job of a client service associate is to provide administrative support to financial advisors and their clients. Find out how to get started. Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right Loading Home Buying Calculators How Much House Can I Afford? Mortgage Calculator Rent vs Buy