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Client Service Associate Stone Point Financial Services
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- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time.
- Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
- Assist in preparation of consolidated performance reporting on a monthly/quarterly basis
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