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Client Service Representative, IMA Private Wealth
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- Demonstrate Proactive solutions-based approach to enhancing client relations
- Work collaboratively with an investment team and Wealth Management Advisors to provide a consistent client experience
- Perform administrative duties that support the Wealth Management Advisor including but not limited to answering phones, scheduling appointments, and business travel.
- Willingness to obtain FINRA Series 65.
- Experience working with high-net-worth individuals and families
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