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Client Service Associate

NFP

Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants in account administration, client servicing, and trading. The role combines hands-on client interaction with compliance-driven operations across mutual funds and custody processes. Ideal candidates have a bachelor’s degree or relevant experience, 1–3 years in investment/financial services, and proficiency in Microsoft Office. #J-18808-Ljbffr

Vacancy posted 3 days ago
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