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Client services associate : financial advisory support

Carlisle
PowerToFly
Service
€30,000 a year
Posted: 6 January
Offer description

A financial services firm in the United Kingdom is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will possess a high school diploma or equivalency, with a preference for a college degree and industry experience. The role involves building client relationships, onboarding, and maintaining accounts, as well as executing transactions. Strong interpersonal and organizational skills are crucial for success in this position.

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