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Registered Client Services Associate — Financial Operations
Job Description & How to Apply Below
A global wealth management firm in Missouri is seeking a Client Services Associate to assist Financial Advisors in managing client accounts and providing exemplary service. The role involves clerical duties such as account setup, documentation, and customer interaction. Candidates should possess at least a high school diploma, two years of investment industry experience, and have strong administrative and interpersonal skills.
The position offers a comprehensive benefits package and opportunities for growth.
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Position Requirements
10+ Years
work experience
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