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Help Wanted: Client Service Team Member  at Chatham Wealth Management

Posted September 23, 2021

Help Wanted: Client Service Team Member  at Chatham Wealth Management
Help Wanted: Client Service Team Member  at Chatham Wealth Management

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 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