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Client Relations & Planning Support Specialist

Pure Financial Advisors

Pure Financial Advisors Inc. is looking for a Client Relations Specialist to join our San Diego office. This full-time role is vital to providing a welcoming experience for clients and prospective clients. Key responsibilities include administrative support for the Financial Planning department, accurate data entry, and assisting financial planners with essential functions to ensure smooth operations. #J-18808-Ljbffr

Vacancy posted 2 days ago
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