Client Services Associate - Middleton

Only for registered members Middleton, United States

1 month ago

Default job background
$55,700 - $81,000 (USD)
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Job summary

Client Services is often the glue that holds everything together.

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Responsibilities

  • Serving as a first point of contact for clients and prospects—by phone, in person, and behind the scenes
  • Scheduling meetings, coordinating logistics, and helping advisors stay prepared
  • Preparing and processing client paperwork,
  • ,+


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