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Client Relations Specialist - Financial Services

Financial Services of America

Financial Services of America, headquartered in Troy, MI, is seeking a Client Relationship Advisor to bridge clients and financial advisors. This role focuses on ongoing financial planning support, service coordination, and accurate client records in a fast-paced, client-centered environment. You will manage communications, document requests, and reporting to ensure excellent service and operational excellence. This non-sales position emphasizes client care and process reliability. #J-18808-Ljbffr Financial Services of America

Vacancy posted 4 days ago
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