Client Service Associate - Uniondale

Only for registered members Uniondale, United States

1 month ago

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Full time $54,000 - $75,000 (USD)
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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.

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Responsibilities

  • Coordinate client meetings,
  • Supervise client account activity,
  • Maintain risk awareness and compliance,

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