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Client Experience & Onboarding Specialist

PowerToFly

PowerToFly is looking for a Registered Client Service Associate (CSA) in Saint Petersburg, FL. This role focuses on modernizing client experiences and ensuring exceptional service. Responsibilities include managing client accounts, enhancing client relationships, and preparing financial documents. Candidates should hold active financial licenses and have two or more years of relevant experience, preferably with a college degree. Strong client service and industry knowledge are essential for success in this role. #J-18808-Ljbffr

Vacancy posted 10 hours ago
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