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Financial Client Services & Operations Associate

Insigneo

Insigneo in Miami, Florida, is looking for a Client Associate to provide dedicated operational and sales support to financial advisors. Responsibilities include reviewing documentation, processing fund distributions, and resolving operational issues. The ideal candidate should possess a Bachelor's degree, at least three years of relevant experience, and be bilingual in English and Spanish. Strong analytical and client service skills are essential for success in this role. #J-18808-Ljbffr Insigneo

Vacancy posted 1 day ago
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