Enhanced Support Specialist - Muncie
1 month ago

Job summary
We help clients achieve financial confidence through personalized planning and exceptional service. We're seeking a detail-oriented Enhanced Support Specialist to support our advisors and clients with account management, reporting, and communications.- Assist with account openings, transfers, and maintenance
- Prepare reports and materials for client meetings
- Manage CRM data and client communications
- Support compliance, social media, and community initiatives
Job description
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