Senior Client Associate – Private Advisor Team
Job Description & How to Apply Below
A leading financial advisory firm in Wisconsin seeks a motivated Senior Client Associate to join its Private Advisor team. The role requires strong client service skills and thorough attention to detail. Responsibilities include account management, client interaction, and support for client meetings. Candidates should have a BA/BS degree and 5+ years of industry experience. This position offers a dynamic work environment with opportunities for personal growth.
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Position Requirements
10+ Years
work experience
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