Brokerage Client Services Specialist

A leading investment and wealth management firm is seeking a Client Services Associate to assist Financial Advisors in opening and maintaining client accounts. The role involves performing a variety of administrative tasks, ensuring accurate records management, and providing exemplary customer service. The ideal candidate will have excellent organizational skills, knowledge of the investment brokerage industry, and a high school diploma or equivalent.

Comprehensive benefits are offered, making this an attractive opportunity for individuals looking to grow their careers in finance.
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