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Wealth Management Client Service Specialist

Capital Management Associates, Inc. (CMA)

Capital Management Associates, Inc. (CMA) seeks a Registered Client Service Associate to support two advisors in wealth management. You will own day-to-day client service, account administration, and ensure accurate, personal client experiences. The role offers growth within a collaborative team, opportunities to expand responsibilities, and a focus on process improvements and efficiency. Onsite in Bloomington, MN. #J-18808-Ljbffr Capital Management Associates, Inc. (CMA)

Vacancy posted 3 days ago
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