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PowerToFly

Wealth Management Client Services Pro

PowerToFly, West Palm Beach, Florida, United States, 33412

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A financial services firm in West Palm Beach, Florida, is seeking Registered Client Service Associates to enhance client relationships and support Financial Advisors. Key responsibilities include managing client accounts, processing requests, and collaborating with advisors. The ideal candidate will hold active Series licenses and possess exceptional communication skills. This role promotes a supportive work environment with opportunities for professional growth and development. #J-18808-Ljbffr