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Client Service Associate-Wealth Management

  • Full Time
  • Anywhere

Cx Institutional Llc

Cx Institutional Llc — Norland Park, DeKalb County

Client Service Associate Purpose: Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business…

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Working in Norland Park, DeKalb County

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