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Wealth Client Services Specialist

Focus Financial Partners

Patton Albertson Miller Group LLC in Macon, Georgia, is seeking a full-time Client Services Administrator to support client service delivery in-office five days a week. This in-office role offers exposure to wealth management operations and direct client interactions. You will build client relationships, prepare for meetings, coordinate with custodians and professionals, and help ensure account-related needs are handled accurately and efficiently while adhering to regulatory standards. #J-18808-Ljbffr Focus Financial Partners

Vacancy posted 2 days ago
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