Wealth Client Services & Onboarding Associate
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A financial services firm based in Phoenix, AZ is seeking a Wealth Client Management Associate. This role involves providing support to Client Management Consultants (CMCs) by delivering exceptional client service, managing projects, and assisting with onboarding tasks. The ideal candidate should hold a four-year degree and demonstrate proficiency in Microsoft Office. The position offers benefits such as health coverage, discretionary bonuses, and paid time off. This is not a remote position.
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