Senior Client Service Associate - Mission Financial Planners
Kestra Financial Independent AdvisorSan Antonio, United StatesPosted 30+ days ago
About the role
Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that planners can dedicat…
Full details and requirements are on the company's own posting.
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