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Client Relations & Onboarding Specialist

PowerToFly

PowerToFly seeks a Client Service Associate to enhance client relationships and support Financial Advisors. You will engage with clients, ensuring their needs are met through excellent service and communication. The ideal candidate will have a high school diploma or equivalent, preferably with a college degree. Skills in Microsoft Office and client service, alongside a willingness to obtain financial certifications, are essential. This role is pivotal in modernizing our service approach. #J-18808-Ljbffr PowerToFly

Vacancy posted 3 days ago
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