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Client Associate

Nashville Public Radio

Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support and ensuring a positive client experience. Ideal candidates will have strong communication skills and 3+ years of experience in financial services. Responsibilities include managing client communications, operational tasks for Financial Advisors, and assisting with marketing efforts. A Bachelor’s degree is required, along with the willingness to obtain necessary licenses. #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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