Client Service and Operations Associate

Company: Confidence Wealth Managment

Location: United States

Job type: full-time. Experience level: mid.

Skills: Financial Services, Client Service, Operations, Salesforce, Microsoft Excel, Account Onboarding.

Title: High performance environment. Read this before you apply. I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that…