An entry-level opportunity in Client Services at Isio Wealth Planning, ideal for recent graduates seeking to start their career in a professional financial services environment. The role offers a chance to support client services operations and gain valuable experience in wealth management.
Primary responsibilities involve providing comprehensive administrative support to the Client Services team, managing client communications, processing client documentation, and maintaining accurate client records in a professional wealth planning environment.
The ideal candidate will be a recent graduate with strong organizational skills, excellent communication abilities, attention to detail, and a keen interest in financial services. Basic understanding of administrative processes, proficiency in Microsoft Office, and the ability to work effectively in a team-oriented setting are essential.
In return, Isio offers a structured entry-level position with opportunities for professional development, exposure to wealth management operations, competitive starting salary, and potential for career progression within a respected financial services organization.
