Senior Client Service Associate - Mission Financial Planners
Kestra Financial Independent Advisor · San Antonio, TX, US
- Posted
- 526 days ago
- Last confirmed live
- Today
From the employer’s posting
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 dedicate their time to business development and client relationships. The ideal candidate is highly organized, detail-oriented, and committed to delivering exceptional client service.…
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