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Scottsdale Wealth Management office is looking for a professional, dynamic, detail-oriented, registered Client Service Associate to help with the client service... - Indeed
Handle all written correspondence to/from clients as directed by Financial Advisor. Continually recognize an employee's responsibility to represent the total... - Indeed
The Registered Client Service Associate supports the business operations of a team of Financial Advisors.... - Indeed
Work with clients on addressing service issues. Work with our team to provide superior service to our clients.... - Indeed
Knowledge and strong focus on processes for providing exemplary customer service; Includes customer assessment, meeting quality standards for service, and... - Indeed
Stringfellow.com Client accessible Website, Price Metrix, S&P Marketscope Advisor, Thompson One. May facilitate the appropriate receipt of checks or securities... - Indeed
Discusses client holdings. Under minimal supervision, provides support in all phases of client service, client relationships building, and account maintenance... - Indeed
Work with our team to provide superior service to our clients. We serve clients throughout the Sacramento area.... - Indeed
Registered Client Service Associate. Work with clients on addressing service issues. Work with our team to provide superior service to our clients.... - Indeed
Provide fulfillment services for clients. Demonstrated outstanding client service and interpersonal skills. The primary purpose of this position is to be the... - Indeed
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