Client Relations Associate - Wealth Management Support

A leading financial services firm based in Vermont is seeking a Client Relationship Analyst to provide exceptional support to Financial Advisors and cultivate client relationships. The ideal candidate will possess strong interpersonal skills, heightened organizational abilities, and advanced Microsoft Office proficiency. Responsibilities include executing client transactions, answering inquiries, and assisting with administrative tasks. The role offers a salary range between $33,280 and $80,000 annually, along with an opportunity for bonus compensation.
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