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Client Services & Operations Associate, Financial Advisory

Scherer Financial Advisory Services

Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice running smoothly, with a strong emphasis on accuracy and discretion. The role requires proactive organization, clear written and verbal communication, and collaboration within a small team. #J-18808-Ljbffr Scherer Financial Advisory Services

Vacancy posted 1 day ago
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