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Senior Client Experience Specialist
Job Description & How to Apply Below
A financial management firm in Clinton, WI, is seeking a Sr. Client Service Associate to enhance client experiences and support Financial Advisors. This on-site role requires strong financial knowledge, communication skills, and attention to detail. Candidates should hold or be able to obtain a Series 7 FINRA license within 6 months. The position offers a salary range of $52,000 to $67,000 plus a discretionary bonus plan and various comprehensive benefits.
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Position Requirements
10+ Years
work experience
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