Financial Services Client Support Specialist
BBF Wealth
A financial services firm in Melbourne, Florida is seeking a Client Service Associate to provide high-quality support to financial advisors and their clients. This role involves managing daily client interactions, preparing essential documents, and assisting in account management. The ideal candidate will excel in communication and organization, possess CRM software skills, and thrive in a fast-paced environment. Join our team to grow your career with us. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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