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Senior Wealth Client Service Associate
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- Judson Group has been retained by a leading holistic independent financial advisory firm in the search for a
- Senior Wealth Client Service Associate.
- The firm is known for their commitment to building client relationships and providing individualized investment management solutions.
- This is a leading support role ensuring an exceptional client experience.
- In this role the employee will cultivate the relationship through superior service focused around client engagement, operations, administration and account management.
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