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Illinois CPA Society

Financial Advisory Client Support Specialist

Illinois CPA Society, Lewisville, Texas, us, 75029

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A financial advisory firm is seeking a reliable, detail-oriented individual to support a franchisee's financial practice. This office-based role involves managing client information, maintaining communication during the financial planning process, and resolving client service issues. Candidates should possess strong organizational skills and proficiency in Microsoft Office. The position offers competitive pay and paid time off. #J-18808-Ljbffr