Excited to announce we are hiring! We are looking for a Client Service Associate to join our growing team. CSA's focus on a variety of tasks including opening accounts, generating reports, tracking the movement of funds and securities and ensuring clients have an exceptional experience. Financial background is not required, but we are looking for an energetic, joyful, and trainable individual who can stand behind our core values of expertise, loyalty, and altruism. More information can be found below: https://lnkd.in/gFzq92JB
Pointer Financial Group
Financial Services
Wauwatosa, WI 31 followers
Uncovering Hidden Opportunity
About us
- Website
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http://www.pointerfg.com
External link for Pointer Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Wauwatosa, WI
- Type
- Privately Held
Locations
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Primary
Get directions
10700 W. Research Dr.
Ste 120
Wauwatosa, WI 53226, US
Employees at Pointer Financial Group
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Shelly Wohler, CPFA
Financial Advisor | Fiduciary Wealth Management | Retirement Plan Consulting | Financial Planning
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Matt Bruce, CFP®, AIF®
President, Pointer Financial Group
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Judith Phillips
Pointer Financial Group
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Alex Suarez
Pointer Financial Group | MBA Student at University of Wisconsin-Milwaukee | Army Reserves Second Lieutenant