2 client account manager jobs at 2 companies in Ruston, LA
1w
Save
Mark Applied
Hide
Wealth Management Client Specialist
Memphis or Monroe
OnsiteFull Time
0+ YOE0-2 years experience preferred; high school diploma required (bachelor's preferred). Proficient with Microsoft Office, DocuSign. FINRA Series 7/66/63 and state life & health licenses preferred. Strong communication, typing, organization, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, DocuSign
3w
Save
Mark Applied
Hide
Managing Director
Minden, Louisiana, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing practice; active life and health license required; Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.