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Client Service Associate

Park Avenue Group

Client Service Associate

Angott Search Group has partnered with a Minneapolis financial advisory firm in their search for a client service associate. The selected candidate will provide exceptional support to financial advisors and clients. Key responsibilities include managing client communications, preparing account paperwork, and handling service requests. You'll also assist with scheduling meetings, maintaining client records, and ensuring a seamless client experience. Ideal candidates are detail-oriented, have excellent communication skills, and a passion for client service. Prior experience in financial services is preferred.

Park Avenue Group
Vacancy posted 21 hours ago
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