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In-Office Client Services Associate for Financial Advisors

Vicus Capital

Vicus Capital in State College, PA is seeking a dedicated Client Services Associate to support financial advisors nationwide, handling account administration and paperwork with accuracy and professionalism. You will manage calendars and client communications, maintain CRM records, and process new account paperwork from start to finish, becoming a trusted operational partner who enhances client satisfaction and advisor success. #J-18808-Ljbffr Vicus Capital

Vacancy posted 2 days ago
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