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Chatham Wealth Management looking for Client Service Team Member  

Posted July 11, 2021

Chatham Wealth Management looking for Client Service Team Member  
Credits: Chatham Wealth Management
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Chatham Wealth Management, a quickly growing boutique investment management financial planning firm, located right here in Chatham is looking to add to our team 

 

Job Description - CWM Client Service Team Member  

 

Compensation

Pay = $20/Hour (+Annual Bonus and can expect 5%-10% Raise)

9am – 4pm three to four days a week (Monday and Fridays are expected to work)

 

Responsibilities

Client Service 

Compliance tasks

Billing

Maintain electronic and paper files

Reconcile data

Order supplies

Marketing

 

Need to be proficient in Word and Excel

 

If interested or looking for more info you can reach us at Info@ChathamWealth.com

Contact Information
  1. Chatham Wealth Management
  2. Info@ChathamWealth.com