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Wealth Planning Client Service Specialist

Keystone Distinction Group

A distinguished wealth management firm in Wexford, PA, is seeking a Client Service Associate to provide comprehensive services to high-net-worth clients. The ideal candidate will have a Bachelor’s degree, at least 2 years of experience in the financial services industry, and strong skills in relationship management and financial planning tools. Join a collaborative team that values excellence and impactful work, with a competitive compensation package offered. #J-18808-Ljbffr Keystone Distinction Group

Vacancy posted 2 days ago
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