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Investment Advisory Associate
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$24.36 - $44.87 an hour
Full-time
- In this role, you will work along with the Investment Group Director servicing the needs of brokerage clients.
- Assist with client on boarding and customer service.
- Support the Investment Group Director with broker-dealer, registered investment advisor and insurance business.
- Complete sales and required route documents for processing/updating accounts, takes appropriate action when a debit occurs, track transfer of client assets.
- Follow up on routine client correspondence and phone inquiries.
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