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Client Experience Specialist - Financial Services

PowerToFly

A leading financial services firm in East Naples, Florida, seeks a Registered Client Service Associate to manage client relationships and ensure a high standard of service. The role involves onboarding clients, preparing financial plans, and collaborating with Financial Advisors. Ideal candidates will have a high school diploma, relevant industry licenses, and strong client service skills. This position offers a supportive work environment with great opportunities for professional development. #J-18808-Ljbffr

Vacancy posted 2 days ago
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