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Client Service Specialist

Jamba Juice

The private wealth management practice is seeking an experienced Client Service Specialist (Advisor Assistant) to be a strategic operational partner to Financial Advisors in Dayton, Tucson, or Louisville. This full‑time onsite role emphasizes exceptional client service, complex workflows, and growth support. Responsibilities include coordinating calendars, handling routine inquiries, processing new business, and maintaining CRM records with strict adherence to regulatory and privacy standards. #J-18808-Ljbffr

Vacancy posted 2 days ago
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