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Client Service Associate
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Full-time
- Do you enjoy interacting with clients, organizing documents, and learning new things?
- If so, we are seeking a client service associate to join our high net worth investment advisory team.
- In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
- Process account paperwork including new account openings, transfers, distributions, etc.
- Update client data and relationship management systems
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