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Wealth Management Client Services Specialist

Raymond James

Birch Run Financial is seeking a Client Service Associate to support advisors and deliver an exceptional service experience to clients. You will be a primary contact for client requests and help manage account-related tasks in a collaborative wealth management team. The ideal candidate is detail-oriented, organized, and capable of handling multiple responsibilities with professionalism. This onsite role offers growth in a client-focused financial services practice. #J-18808-Ljbffr Raymond James

Vacancy posted 5 days ago
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