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Financial Advisory – Client Service Associate

  • Full Time
  • Anywhere

Kestra Holdings

Kestra Holdings — Morristown, Morris County

Lead with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve complex and operational issues. This position is responsible for maintaining advisor and client files, generating client reports, contacting clients to provide or ob…

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Working in Morristown, Morris County

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