At Girard Advisory, LLC (https://www.meetgirard.com/) we value the relationships with our employees, clients and vendors. We are seeking a professional who enjoys interacting with clients and taking ownership of exceptional customer services. Girard Advisory, LLC provides Planning, Advice and Wealth Solutions.
Girard Advisory - Client Services Associate supports the Client Service and Operational responsibilities for our team. This role allows for interaction within all levels in the organization and exposure to the investment advice and investment analysis process. The daily responsibilities are varied and allow for swift prioritization and response times. Girard maintains a boutique culture where your ability to multi-task will be a key to your success.
Client Service Associate Responsibilities: Support Wealth Advisors and Girard clients meeting their Financial Goals by:
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.