Client Service Associate, Shared Support Team - Costa Mesa
1 week ago

Job summary
We believe that every dollar saved represents a lifetime of hard work and aspirations,and every dollar invested has job to do for our clients.
We are committed to managing our clients' investments by truly understanding
them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making,
whether for today, tomorrow, or in the great unknown future.
Job description
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