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Client Service Associate
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Full-time
- Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
- Some experience working in Finance/Broker-Dealer/Investment background is preferred
- Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
- Must be a team player with a proactive, positive, problem-solving disposition
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