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Client Service Specialist
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- We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Pensacola, FL Market.
- The CSS plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director.
- Client Service Specialists work independently to organize and manage a wide range of administrative and client support activities.
- Series 65 preferred
- Former experience working with Schwab, Orion, Salesforce, DocuSign is a plus
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