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Client Services Specialist Financial Advisors

Job in Fort Wayne, Allen County, Indiana, 46804, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
Position: Client Services Specialist for Financial Advisors
A leading financial services firm in Fort Wayne is seeking a dynamic Client Service Associate to join their team. Responsibilities include providing administrative support to Financial Advisors and clients, processing transactions, and ensuring client documentation is accurate. The ideal candidate will have effective communication skills across various platforms and the ability to manage multiple priorities in a fast-paced environment. This role requires a High School Diploma and preferred experience in the securities industry.

Join us to grow your career at a company committed to financial well-being and professional development.
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