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Client Services Associate
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Full-time
- We are seeking a dedicated Client Services Associate to join our dynamic team.
- As a Client Services Associate, you will work closely with our financial advisors to provide exceptional service to our high net worth clients.
- Utilize Microsoft Office and CRM software to manage client information, track interactions, and maintain accurate records.
- Assist in organizing client meetings, preparing materials, and following up on action items to ensure seamless communication and service delivery.
- Detail-oriented with strong organizational skills and the ability to prioritize tasks effectively.
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