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Client Service Associate
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Full-time
- Duties and ResponsibilitiesAssist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
- Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients.
- Review daily reports from Raymond James Financial Services and take necessary actions.
- Forward all account information to home office for approval and scanning.
- Maintain Client Relationship Management (CRM).
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