Client Experience Associate - (Mequon, WI)
Position description We are looking for someone who wants to be an integral, long term member of our team/family. Someone who is looking for a close-knit, supportive environment and has a strong desire to achieve great things by helping others. With a service-1st mentality, this team player’s key role will be to assist with planning various events for the firm, including but not limited to educational lunch & learns, client appreciation events including sporting events, team outings and gatherings. Your expertise to turn an ordinary background to an extraordinary 1 is the opportunity you have This position is ideal for someone that is looking to get back in the workforce, beginning at a part time basis. Gentian Financial Inc. is a financial planning firm that specializes in working with corporate executives, small business proprietors, high net worth individuals and retirees. We are looking for someone to join our family who is sincere, ambitious, willing to learn and grow as the company does.
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From Adzuna - 1 month ago