Client Service Associate - Growth Path to Manager
Annex Wealth Management in Madison is seeking a Client Service Associate to support the client service team and grow into a future Client Service Manager. The ideal candidate will have strong communication skills, a client-focused mindset, and the ability to manage multiple priorities efficiently. Responsibilities include maintaining client records, engaging with clients, and collaborating on team projects. Join a positive culture with comprehensive benefits including medical insurance and opportunities for professional growth.
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