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Client Services Associate — Financial Advisory

Job in Coeur d Alene, Kootenai County, Idaho, 83814, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate — Financial Advisory Support
A leading financial services firm in Idaho seeks a detail-oriented Registered Client Service Associate. This role is crucial in providing high-quality administrative support to financial advisors and clients. Responsibilities include onboarding clients, managing inquiries, and ensuring compliance with industry regulations. The ideal candidate will possess excellent communication skills and be able to multitask in a fast-paced environment. Applicants should have a High School Diploma and relevant experience in the securities industry.
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Position Requirements
10+ Years work experience
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