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Client Experience Coordinator

ETS Staffing

ETS Staffing seeks a Client Relationship Administrator for our Plattsburgh, NY client to act as a liaison between clients and advisors, supporting investment discussions and portfolio reviews. The role emphasizes exceptional service, detailed preparation, and clear communication. The position involves coordinating with multiple advisors, preparing materials, and ensuring timely follow-ups. Strong client-facing skills and proficiency in Microsoft Office are essential to succeed in this #J-18808-Ljbffr ETS Staffing

Vacancy posted 5 days ago
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