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Client Support Specialist

Finley Davis Private Wealth

Finley Davis Private Wealth is seeking a full-time Client Relationship Associate to support administrative processes for client services and scheduling. You will prepare meeting materials, greet clients, and coordinate communications for financial advisors. Candidates should be detail-oriented, able to manage CRM tasks, and comfortable in a fast-paced office. The role offers hourly compensation and room for growth within the firm. #J-18808-Ljbffr

Vacancy posted 12 hours ago
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