2 client accounting services associate jobs at 2 companies in Glasgow, VA
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.