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Wealth Management Client Service Associate

PowerToFly

PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various administrative tasks. Candidates must have a high school diploma, relevant licenses, and prefer 2+ years of industry experience. This role requires strong interpersonal, organizational, and client service skills, alongside proficiency in Microsoft Office. #J-18808-Ljbffr PowerToFly

Vacancy posted 1 day ago
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