Wealth Management Client Services Associate

A prominent wealth management firm is seeking a dedicated client service support professional in Jacksonville, Florida. The successful candidate will provide exceptional service to clients while ensuring operational excellence and client advocacy in the financial services environment. Responsibilities include managing client relationships, assisting financial advisors, and serving as the primary point of contact for service needs. Candidates must have experience in client servicing and proficiency in Microsoft applications.

This role offers an opportunity to grow within a respected organization.
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