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Client Success & Relationship Manager

Accounting Resources

Accounting Resources seeks a client-focused professional to develop relationships with clients and support Advisors in daily operations. You will research complex cases, coordinate transfers, and maintain client records while staying current on market and economic developments. The role requires regular in-office presence and the ability to manage multiple tasks for diverse clients and committees, ensuring accurate data and proactive client service. #J-18808-Ljbffr Accounting Resources

Vacancy posted 6 days ago
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