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Wealth Client Experience Associate - Hybrid

Talentify

BakerAvenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams. The role is hybrid with in-office presence Monday-Wednesday, focusing on delivering a superior client experience and maintaining accurate client data and processes. #J-18808-Ljbffr Talentify

Vacancy posted 16 hours ago
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