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PowerToFly

Wealth Client Services Associate

PowerToFly, Atlanta, Georgia, United States, 30383

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A leading financial services firm in Atlanta is seeking a Registered Client Service Associate (CSA) to enhance client relationships and support business growth. The role involves assisting clients with service requests, onboarding, and maintaining accounts while ensuring adherence to firm policies. Candidates should possess relevant industry licenses, a high school diploma, and preferably a college degree, along with exceptional communication and organizational skills. This position offers a dynamic environment with growth opportunities. #J-18808-Ljbffr