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Moors & Cabot is seeking an experienced Registered Client Associate for their Boston headquarters. Be available to other Client Associates as needed.... - Indeed
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's).... - Indeed
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to... - Indeed
Discusses client holdings. Under minimal supervision, provides support in all phases of client service, client relationships building, and account maintenance... - Indeed
Schedule appointments of properly qualified clients and potential clients for Financial Advisor as appropriate.... - Indeed
SUMMARY OF RESPONSIBILITIES Under moderate supervision assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of - Indeed
Trains other Service Associates. Receives unsolicited orders from clients. Contribute to the increased generation of commission and fee revenue by maintaining... - Indeed
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