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Client Service & Marketing Associate
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- Simplified Financial is a small-town financial advisor who services individuals and families based in North Carolina.
- The company aims to help individuals, couples, and families achieve their financial goals through education and long-lasting relationships.
- The Client Service & Marketing Associate role is crucial in supporting client administrative tasks and driving growth through branding and digital marketing.
- Create and assist with promotional products, marketing initiatives, marketing content, video editing, video production, and photography.
- Keeping advisor(s) book of business updated within the custodian systems, Redtail & Orion.
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